Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
16th percentile
Higher net margin than 16% 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
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
Assets
Down$223,217
Down $34,628 (-13%) from 2021
Net Assets
Down$222,217
Down $33,337 (-13%) from 2021
Liabilities
Down$1,000
Down $1,291 (-56%) from 2021
Revenue
Up$104,388
Up $24,496 (+31%) from 2021
Expenses
Up$122,167
Up $57,692 (+89%) from 2021
Net Income
Down-$17,779
Down $33,196 (-215%) from 2021
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: 57. Description: schwab- dividend. Amount: 2,378. Total included on form 990-ez, line 4: 2,435.”
“Description: management income received from sigma phi foundation . Amount: 12,000.”
“Description: bank charges. Amount: 1,373. Description: insurance. Amount: 1,096. Description: travel. Amount: 16,569. Description: website fee. Amount: 272. Description: march dinner expenses. Amount: 4,590. Description: other expenses. Amount: 410. Total to form 990-ez, line 16: 24,310.”
“Description: prior period adjustment. Amount: 161. Description: unrealized loss on investment. Amount: -15,719. Total to form 990-ez, line 20: -15,558.”
“Description: delta of new york loan. Beg. Of year amount: 9,806. End of year amount: 19,666.”
“Description: thorsen house liability. Beg. Of year amount: 1,291. End of year amount: 0. 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 | 248039 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 203551 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 38723 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -17779 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 82193 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 257845 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 223217 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 20006 |
| IRS990EZ/GrossReceiptsAmt | 0 | 143111 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2435 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 66697 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 255554 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 222217 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 255554 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 222217 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 212 |
| 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/OrganizationFiled990TInd | 0 | 1 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 1 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 9806 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 19666 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -15558 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 24310 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 12000 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 15452 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3250 |
| 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 | 58729 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2291 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 122167 |
| IRS990EZ/TotalRevenueAmt | 0 | 104388 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SIGMAPHI.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: SCHWAB- INTEREST. AMOUNT: 57. DESCRIPTION: SCHWAB- DIVIDEND. AMOUNT: 2,378. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,435. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MANAGEMENT INCOME RECEIVED FROM SIGMA PHI FOUNDATION . AMOUNT: 12,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK CHARGES. AMOUNT: 1,373. DESCRIPTION: INSURANCE. AMOUNT: 1,096. DESCRIPTION: TRAVEL. AMOUNT: 16,569. DESCRIPTION: WEBSITE FEE. AMOUNT: 272. DESCRIPTION: MARCH DINNER EXPENSES. AMOUNT: 4,590. DESCRIPTION: OTHER EXPENSES. AMOUNT: 410. TOTAL TO FORM 990-EZ, LINE 16: 24,310. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 161. DESCRIPTION: UNREALIZED LOSS ON INVESTMENT. AMOUNT: -15,719. TOTAL TO FORM 990-EZ, LINE 20: -15,558. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: DELTA OF NEW YORK LOAN. BEG. OF YEAR AMOUNT: 9,806. END OF YEAR AMOUNT: 19,666. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: THORSEN HOUSE LIABILITY. BEG. OF YEAR AMOUNT: 1,291. END OF YEAR AMOUNT: 0. 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 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | 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 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| 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 | 2023-11-06 |
| 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 | ATTN BRENDAN MCCURDY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TUCSON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 857324717 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 061667465 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRAGER METIS CPAS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1951 KIDWELL DRIVE SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TYSONS CORNER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 22182 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7038210702 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HIN CHIU LO |
| ReturnHeader/ReturnTs | 0 | 2023-11-07T08:03:45-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | BRENDAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCCURDY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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