Civic Intelligence

Sigma Nu Alumni Scholarship Fund

990 • Fiscal year 2022 • EIN 95-6193282

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 14, 2023

Organization ProfileN/A
10960 Wilshire BlvdLos Angeles, CA 90024

(310) 208-5474

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.38x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-30%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$2,158,521

Up $5,284 (+0.2%) from 2021

Net Assets

Up

$1,994,526

Up $329,758 (+20%) from 2021

Liabilities

Down

$163,995

Down $324,474 (-66%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin95th percentile

Revenue

Down

$431,425

Down $188,579 (-30%) from 2021

Expenses

Up

$101,667

Up $18,800 (+23%) from 2021

Net Income

Down

$329,758

Down $207,379 (-39%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $1,059,741Liabilities 2018: $91,389Net Assets 2018: $968,3522018Assets 2019: $1,271,934Liabilities 2019: $132,016Net Assets 2019: $1,139,9182019Assets 2020: $1,269,716Liabilities 2020: $142,084Net Assets 2020: $1,127,6322020Assets 2021: $2,153,237Liabilities 2021: $488,469Net Assets 2021: $1,664,7682021Assets 2022: $2,158,521Liabilities 2022: $163,995Net Assets 2022: $1,994,5262022Assets 2023: $2,381,929Liabilities 2023: $375,293Net Assets 2023: $2,006,6362023Assets 2024: $2,828,187Liabilities 2024: $775,299Net Assets 2024: $2,052,8882024

Highlighted filing

2022

Assets$2,158,521
Liabilities$163,995
Net Assets$1,994,526
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $880,051Expenses 2018: $14,968Net Income 2018: $865,0832018Revenue 2019: $230,835Expenses 2019: $59,269Net Income 2019: $171,5662019Revenue 2020: $135,677Expenses 2020: $147,963Net Income 2020: -$12,2862020Revenue 2021: $620,004Expenses 2021: $82,867Net Income 2021: $537,1372021Revenue 2022: $431,425Expenses 2022: $101,667Net Income 2022: $329,7582022Revenue 2023: $140,977Expenses 2023: $128,868Net Income 2023: $12,1092023Revenue 2024: $182,077Expenses 2024: $135,826Net Income 2024: $46,2512024

Highlighted filing

2022

Revenue$431,425
Expenses$101,667
Net Income$329,758
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 14, 2023
Return Version
2021v4.1
Gross Receipts
$431,425
Mission and Program Overview

Mission

Providing scholastic grants to undergraduate students at UCLA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$2,125,830$2,147,102▲ $21,272
Rtn Earn Endowment Incm Other Fnds$1,664,768$1,994,526▲ $329,758
Cash and Non-Interest-Bearing Accounts$25,907$9,919▼ $15,988
Prepaid Expenses and Deferred Charges$1,500$1,500→ $0
Total Assets$2,153,237$2,158,521▲ $5,284
Liabilities
Other Liabilities$488,469$163,995▼ $324,474
Total Liabilities$488,469$163,995▼ $324,474
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,664,768$1,994,526▲ $329,758
Total Liabilities and Net Assets / Fund Balance$2,153,237$2,158,521▲ $5,284

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$2,147,102--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Peter MerlonePresident
Daniel JordanVice-President
Dave ObbageBoard Member
Jay ShepherdBoard Member
Scott McPhersonBoard Member
Steve FultonBoard Member
Steve LaytonBoard Member
Brian ZirbelSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$386,270
Program Service Revenue
$0
Investment Income
$45,155
Other Revenue
$0
All Other Contributions
$386,270
Change in Net Assets
$329,758

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Miscellaneous3$267,702Fair Market Value (FMV)
Total Noncash Contributions3$267,702-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,605
Other Expenses$6,062
Professional Fundraising Fees$6,000
Total Fundraising Expense$6,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$78,868--$78,868
Grants to Domestic Orgs$10,737--$10,737
Fees for Services Professional Fundraising--$6,000$6,000
Fees for Services Accounting$5,700$0$0$5,700
Office Expenses$299$0$0$299
Fees for Service Investment Mgmnt Fees$63$0$0$63
Total Functional Expenses$95,667$0$6,000$101,667
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Epsilon Pi Alumni of Sigma Nu Fraternity IncLos Angeles, CA501(c)(7)Educational$10,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized Gains/Losses$161,195
Due UCLA (CLMEF)$2,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Sigma Nu Alumni Scholarship Fund
EIN
95-6193282
Phone
3102085474
Address
10960 Wilshire Blvd, Los Angeles, CA 90024

Signing Officer

Name
Peter Merlone
Title
President
Phone
3102085474
Signed
2023-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Merlone
Formed
1967
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Bresee-warner
Address
10960 WILSHIRE BLVD STE 1510, LOS ANGELES, CA 90024
Preparer
Cody Kosycarz CPA
Phone
3102085474
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Yes, according to its bylaws.”

Pt VI, Line 8B

“Yes, according to its bylaws.”

Pt VI, Line 11B

“A copy of Form 990 is provided to the governing body.”

Pt VI, Line 19

“The organization makes its governing documents and financial statements available to the public in accordance with corporation laws in the State of California and in accordance with its bylaws.”

Form 990, Part III, Line 4D

“Office Expenses 2362. 0. 0.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/CashGrantAmt010737
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(7)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Epsilon Pi Alumni of Sigma Nu Fraternity Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0956047505
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010960 Wilshire Blvd Suite 1510
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090024
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scholastic application is publicly open to UCLA students. Board Members determine award receipients. The disbursement of funds is sent directly to the UCLA Office of Payments and Solutions to be applied to recipient's tuition accounts.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesMiscellaneousGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesMiscellaneousGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NoncashContributionsRptF990Amt0267702
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Yes, according to its bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yes, according to its bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of Form 990 is provided to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents and financial statements available to the public in accordance with corporation laws in the State of California and in accordance with its bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses 2362. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02153237
IRS990/TotalAssetsEOYAmt02158521
IRS990/TotalAssetsGrp/BOYAmt02153237
IRS990/TotalAssetsGrp/EOYAmt02158521
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0386270
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095667
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101667
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0488469
IRS990/TotalLiabilitiesEOYAmt0163995
IRS990/TotalLiabilitiesGrp/BOYAmt0488469
IRS990/TotalLiabilitiesGrp/EOYAmt0163995
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01664768
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01994526
IRS990/TotalOtherProgSrvcExpenseAmt02362
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt095667
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045155
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0431425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02153237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02158521
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010960 Wilshire Blvd Suite 1510
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090024
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Merlone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03102085474
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Nu Alumni Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0956193282
ReturnHeader/Filer/PhoneNum03102085474
ReturnHeader/Filer/USAddress/AddressLine1Txt010960 Wilshire Blvd
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830976902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRESEE-WARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 WILSHIRE BLVD STE 1510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03102085474
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cody Kosycarz CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-14T14:46:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Peter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Merlone
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,158,521
Liabilities
$163,995
Net assets
$1,994,526
Revenue
$431,425
Expenses
$101,667
Net income
$329,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.78$2.05$0.18$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.38$2.01$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.16$1.99$0.43$0.10$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.49$1.66$0.62$0.08$0.54
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.14$1.13$0.14$0.15$0.01
2019Summary only. Only limited summary data is available for this year.$1.27$0.13$1.14$0.23$0.06$0.17
2018Summary only. Only limited summary data is available for this year.$1.06$0.09$0.97$0.88$0.01$0.87