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
48th percentile
Higher net margin than 48% 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
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Assets
Up$243,718
Up $20,501 (+9.2%) from 2022
Net Assets
Up$242,718
Up $20,501 (+9.2%) from 2022
Liabilities
Flat$1,000
Flat from 2022
Revenue
Up$112,777
Up $8,389 (+8.0%) from 2022
Expenses
Down$110,919
Down $11,248 (-9.2%) from 2022
Net Income
Up$1,858
Up $19,637 (+110%) from 2022
Education
| Description | Grants | Expenses |
|---|---|---|
| EDUCATION | $9,800 | $74,995 |
| 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: interest. Amount: 537. Description: schwab- dividend. Amount: 3,885. Total included on form 990-ez, line 4: 4,422.”
“Description: management income received from sigma phi foundation. Amount: 12,000. Description: educational symposium. Amount: 14,250. Description: march meeting. Amount: 1,184. Description: convention fees. Amount: 19,723. Total to form 990-ez, line 8: 47,157.”
“Activity classification: donation. Grantee name: delta of new york. Amount given: 9,800.”
“Description: convention expenses. Amount: 18,645. Description: foreign tax. Amount: 5. Description: investment fees. Amount: 4,448. Description: march meeting expenses. Amount: 8,284. Description: merchant fees. Amount: 2,082. Description: service fees. Amount: 30. Description: travel. Amount: 25,772. Description: website fee. Amount: 753. Total to form 990-ez, line 16: 60,019.”
“Description: unrealized gain on investment. Amount: 22,198. Description: federal tax. Amount: -2,444. Description: fed ta penalties. Amount: -1,111. Total to form 990-ez, line 20: 18,643.”
“Description: delta of new york loan. Beg. Of year amount: 19,666. End of year amount: 10,359.”
“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 | 203551 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 233359 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 25018 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1858 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 20067 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 223217 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 243718 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 4183 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9800 |
| IRS990EZ/GrossReceiptsAmt | 0 | 137795 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4422 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 57015 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 222217 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 242718 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 222217 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 242718 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 226 |
| 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 | 19666 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10359 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 18643 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 60019 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 47157 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 20807 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 9800 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 74995 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 29201 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 110919 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 74995 |
| IRS990EZ/TotalRevenueAmt | 0 | 112777 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SIGMAPHI.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 537. DESCRIPTION: SCHWAB- DIVIDEND. AMOUNT: 3,885. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,422. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MANAGEMENT INCOME RECEIVED FROM SIGMA PHI FOUNDATION. AMOUNT: 12,000. DESCRIPTION: EDUCATIONAL SYMPOSIUM. AMOUNT: 14,250. DESCRIPTION: MARCH MEETING. AMOUNT: 1,184. DESCRIPTION: CONVENTION FEES. AMOUNT: 19,723. TOTAL TO FORM 990-EZ, LINE 8: 47,157. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: DELTA OF NEW YORK. AMOUNT GIVEN: 9,800. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CONVENTION EXPENSES. AMOUNT: 18,645. DESCRIPTION: FOREIGN TAX. AMOUNT: 5. DESCRIPTION: INVESTMENT FEES. AMOUNT: 4,448. DESCRIPTION: MARCH MEETING EXPENSES. AMOUNT: 8,284. DESCRIPTION: MERCHANT FEES. AMOUNT: 2,082. DESCRIPTION: SERVICE FEES. AMOUNT: 30. DESCRIPTION: TRAVEL. AMOUNT: 25,772. DESCRIPTION: WEBSITE FEE. AMOUNT: 753. TOTAL TO FORM 990-EZ, LINE 16: 60,019. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 22,198. DESCRIPTION: FEDERAL TAX. AMOUNT: -2,444. DESCRIPTION: FED TA PENALTIES. AMOUNT: -1,111. TOTAL TO FORM 990-EZ, LINE 20: 18,643. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: DELTA OF NEW YORK LOAN. BEG. OF YEAR AMOUNT: 19,666. END OF YEAR AMOUNT: 10,359. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | 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/BuildTS | 0 | 2024-10-15 13:58:12Z |
| 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 | 2024-11-14 |
| 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 | 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 | 2024-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HIN CHIU LO |
| ReturnHeader/ReturnTs | 0 | 2024-11-14T14:33:53-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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