Sigma Phi Epsilon Fraternity California Psi Chapter

Nonprofit profile at a glance

EIN
911810577
IRS 990-EZ coverage
2018–2025
Forms available
Form 990-EZ 2025
Location
Malibu, CA, USA
Phone
8043531901
Rating
39
Verdict
REVIEW
Rating confidence
Moderate

Official website

Reported finances

Revenue
$81,737
Expenses
$84,772
Assets
$882

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • JT LONGORIA (President)

People named in this filing

  • JT LONGORIA (President)
  • ETHAN RINEHART (VP-Programing)
  • CALVIN PETERSON (VP-Finance)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sigma Phi Epsilon (Cal Psi) is the local chapter of the Sigma Phi Epsilon Fraternity (the Organization). The Organization is located at Pepperdine University in Malibu, California. The Organization is a social fraternity with the mission to promote the values of virtue, diligence, and brotherly love through social and recreational activities amongst its members.

What it reported doing in 2025

Volunteer Services to the local community, including a charity walk, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for Big Brothers & Big Sisters of America, while the Spring Pickleball Tournament fundraiser raised funds for American Red Cross(both are (501(c)(3) charities). Funds donated from the Fall and Spring special events are included with Line 10, Grant expense, as well as registration fees for other campus organizations charity events and other miscellaneous donations.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

REVIEW - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 82
  • Sustainability: 26
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 4.3%; rating input score 4
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -3.7%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 0.01; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 25.3% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: 3.3% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: -20.9% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: 4.3% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 8 filing years from 2018 to 2025
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 4/100.
  • Moderate — Sustainability: Operating margin scored 36/100.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.