Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Assets
Up$257,845
Up $37,215 (+17%) from 2020
Net Assets
Up$255,554
Up $40,113 (+19%) from 2020
Liabilities
Down$2,291
Down $2,898 (-56%) from 2020
Revenue
Up$79,892
Up $36,756 (+85%) from 2020
Expenses
Down$64,475
Down $41,458 (-39%) from 2020
Net Income
Up$15,417
Up $78,214 (+125%) from 2020
Education
| Description | Grants | Expenses |
|---|---|---|
| EDUCATION | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RONALD LACKEY | General Counsel | - | $0 | - | - |
| MARSHALL SOLEM | Secretary | - | $0 | - | - |
| JAMES HANSEN | Vice Chairman | - | $0 | - | - |
| BRENDAN MCCURDY | Chairman | - | $0 | - | - |
| ROBERT GUTHRIE | Treasurer | - | $0 | - | - |
“Description: schwab- interest. Amount: 2. Description: schwab- dividend. Amount: 1,886. Description: sigma phi nc chapter- interest . Amount: 2,707. Description: miscellaneous interest. Amount: 5. Total included on form 990-ez, line 4: 4,600.”
“Description: bank charges. Amount: 1,984. Description: license and permits. Amount: 254. Description: insurance. Amount: 4,158. Description: travel. Amount: 3,506. Total to form 990-ez, line 16: 9,902.”
“Description: prior period adjustment. Amount: -6,255. Description: unrealized gain on investment. Amount: 30,951. Total to form 990-ez, line 20: 24,696.”
“Description: accounts receivable. Beg. Of year amount: 7,516. End of year amount: 0. Description: investments- publically traded securities. Beg. Of year amount: 144,529. End of year amount: 186,136. Description: bsl development loan. Beg. Of year amount: 50,000. End of year amount: 0. Description: delta of new york loan. Beg. Of year amount: 9,806. End of year amount: 9,806. Description: security deposit. Beg. Of year amount: 150. End of year amount: 0.”
“Description: payroll liabilities. Beg. Of year amount: 779. End of year amount: 0. Description: thorsen house liability. Beg. Of year amount: 3,410. End of year amount: 1,291. Description: vermont educational foundation. Beg. Of year amount: 1,000. End of year amount: 1,000.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ROBERT GUTHRIE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2033531517 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 170 FRANKLIN LAKE CIRCLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | OXFORD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48371 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8629 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 61903 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 21405 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 15417 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 43372 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 220630 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 257845 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 9585 |
| IRS990EZ/GrossReceiptsAmt | 0 | 101297 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4600 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 58683 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 215441 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 255554 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 215441 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 255554 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 188 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RONALD LACKEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARSHALL SOLEM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JAMES HANSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRENDAN MCCURDY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ROBERT GUTHRIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | GENERAL COUNSEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 212001 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 195942 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 24696 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9902 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 11013 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 7024 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 30990 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5189 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2291 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 64475 |
| IRS990EZ/TotalRevenueAmt | 0 | 79892 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SIGMAPHI.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: SCHWAB- INTEREST. AMOUNT: 2. DESCRIPTION: SCHWAB- DIVIDEND. AMOUNT: 1,886. DESCRIPTION: SIGMA PHI NC CHAPTER- INTEREST . AMOUNT: 2,707. DESCRIPTION: MISCELLANEOUS INTEREST. AMOUNT: 5. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,600. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: BANK CHARGES. AMOUNT: 1,984. DESCRIPTION: LICENSE AND PERMITS. AMOUNT: 254. DESCRIPTION: INSURANCE. AMOUNT: 4,158. DESCRIPTION: TRAVEL. AMOUNT: 3,506. TOTAL TO FORM 990-EZ, LINE 16: 9,902. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -6,255. DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 30,951. TOTAL TO FORM 990-EZ, LINE 20: 24,696. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 7,516. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS- PUBLICALLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 144,529. END OF YEAR AMOUNT: 186,136. DESCRIPTION: BSL DEVELOPMENT LOAN. BEG. OF YEAR AMOUNT: 50,000. END OF YEAR AMOUNT: 0. DESCRIPTION: DELTA OF NEW YORK LOAN. BEG. OF YEAR AMOUNT: 9,806. END OF YEAR AMOUNT: 9,806. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 150. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 779. END OF YEAR AMOUNT: 0. DESCRIPTION: THORSEN HOUSE LIABILITY. BEG. OF YEAR AMOUNT: 3,410. END OF YEAR AMOUNT: 1,291. DESCRIPTION: VERMONT EDUCATIONAL FOUNDATION. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRENDAN MCCURDY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5207773055 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SIGMA PHI SOCIETY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SIGM |
| ReturnHeader/Filer/EIN | 0 | 135392442 |
| ReturnHeader/Filer/PhoneNum | 0 | 5207773055 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 57417 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TUCSON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85732 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 061667465 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRAGER METIS CPAS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1360 BEVERLY ROAD SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MCLEAN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 22101 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7038210702 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HIN CHIU LO |
| ReturnHeader/ReturnTs | 0 | 2022-11-15T09:41:18-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | BRENDAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCCURDY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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