Sigma Phi Epsilon
Nonprofit profile at a glance
- EIN
- 900859587
- IRS 990-EZ coverage
- 2012–2014
- Forms available
- Form 990-EZ 2014
- Location
- Springfield, MO, USA
- Phone
- 6362196492
- Rating
- 40
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Student Sororities, Fraternities
Reported finances
- Revenue
- $87,193
- Expenses
- $148
- Assets
- $16,555
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Dan Altmann (President)
- Jake Shockley (Vice President of Programming)
- Ryan McFarland (Vice President of Member Development)
- Jacob Steinberg (Vice President of Finance)
- Josh Perfect (Vice President of Recruitment)
People named in this filing
- Dan Altmann (President)
- Jake Shockley (Vice President of Programming)
- Bradley Kummer (Chaplain)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Fraternal Services
What it reported doing in 2014
Sigma Phi Epsilon MO ETA chapter volunteers and helps set up many different philanthropic events to donate money to the Special Olympics as well as volunteering to help out with putting on the Special Olympics. We also volunteer with Community Partnership of the Ozarks to contribute and give back to our community. On campus we have put on educational events and will continue to strive in educating our members and campus peers on many different issues such as time management, alcohol awareness, and risk management. Each member of Sigma Phi Epsilon is required to complete a minimum of 10 community service hours. The Special Olympics is the charity that Missouri Eta Chapter of Sigma Phi Epsilon chooses to donate to. We also provide community service to their bowling championships. We send about 50 men each fall to volunteer over 900 hours total of community service. This has occurred each November since 2006. This activity is conducted in Springfield, MO by the members of Sigma Phi Epsilon and the Special Olympics. Heart Walk is an event put on by the American Heart Association. Sigma Phi Epsilon sends at least 30 men each year to volunteer at the event, doing everything from setting up the exhibits to guiding participants along the walk. This activity has occurred every April since 2006. This activity is conducted at Kickapoo High School and is performed by the members of Sigma Phi Epsilon and the American Heart Association. Big Brothers Big Sisters Fitness Festival is a fundraising event for Big Brothers Big Sisters. Sigma Phi Epsilon sends around 40 members to volunteer, estimating at least 240 hours of community service. It will occur at the Bass Pro Shops in Springfield, MO. It is being performed by Big Brothers Big Sisters, Bass Pro Shops, and Sigma Phi Epsilon. Greek tug is our annual spring philanthropy event. It is a tug of war competition that is open to all fraternities and sororities. We split the philanthropy with Delta Zeta sorority and each of us generates at least $1000 to donate to our local philanthropies. Greek Tug has taken place in April of every year since 2009. Greek Tug is performed at the Delta Zeta house and is performed by Delta Zeta and Sigma Phi Epsilon. Leadership events such as Carlson Leadership Academy, E.D.G.E., and Ruck Institute are all leadership events that members of Sigma Phi Epsilon attend. E.D.G.E is a required event for all new members, in which they are taught how to be a balanced man. Carlson is an event held for all executive board members where they learn different leadership strategies. Ruck is an event where only one member per chapter can attend a national leadership conference. This teaches our members to become responsible leaders. Carlson takes place in Chicago every February since 2006. E.D.G.E takes place in Springfield, MO every October since 2006. Ruck takes place over the summary every year since 2006. These events are planned and performed by Sigma Phi Epsilon national headquarters and the members of our chapter of Sigma Phi Epsilon.
Operating model
- Revenue model
- Membership-supported. 99% of the money available for current operations came from membership dues.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 83
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 99.8%; rating input score 100; 100th percentile among comparable filings
- Total-asset coverage ratio: 111.86; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 3.3% per year; rating input score 100; 64th percentile among comparable filings
- Asset growth: 12.9% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 5 of 6 current checks pass · 1 finding to review
- Filing history: 3 filing years from 2012 to 2014
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 57/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.