Civic Intelligence

Sigma Phi Lambda Inc Beta Chapter

990EZ • Fiscal year 2014 • EIN 20-1237505

Jun 01, 2013 to May 31, 2014 • Filed on Dec 31, 2014

7309 Sonoma Valley Dr75035

(972) 896-8008

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

58th percentile

5.6%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

37%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$42,407

Up $5,901 (+16%) from 2013

Net Assets

Up

$42,407

Up $5,901 (+16%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$107,906

Up $29,023 (+37%) from 2013

Expenses

Up

$101,883

Up $35,439 (+53%) from 2013

Net Income

Down

$6,023

Down $6,416 (-52%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $26,864Liabilities 2011: $02011Assets 2012: $24,041Liabilities 2012: $02012Assets 2013: $36,506Net Assets 2013: $36,5062013Assets 2014: $42,407Net Assets 2014: $42,4072014Assets 2015: $40,678Net Assets 2015: $40,6782015Assets 2016: $37,809Net Assets 2016: $37,8092016Assets 2017: $29,415Net Assets 2017: $29,4152017Assets 2018: $28,990Liabilities 2018: $02018Assets 2019: $17,485Net Assets 2019: $17,4852019Assets 2020: $14,015Net Assets 2020: $14,0152020Assets 2021: $17,350Net Assets 2021: $17,3502021Assets 2022: $17,155Net Assets 2022: $17,1552022Assets 2023: $12,444Net Assets 2023: $12,4442023

Highlighted filing

2014

Assets$42,407
Liabilities-
Net Assets$42,407

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $62,506Expenses 2011: $56,269Net Income 2011: $6,2372011Revenue 2012: $99,140Expenses 2012: $101,814Net Income 2012: -$2,6742012Revenue 2013: $78,883Expenses 2013: $66,444Net Income 2013: $12,4392013Revenue 2014: $107,906Expenses 2014: $101,883Net Income 2014: $6,0232014Revenue 2015: $106,321Expenses 2015: $107,999Net Income 2015: -$1,6782015Revenue 2016: $100,585Expenses 2016: $103,453Net Income 2016: -$2,8682016Revenue 2017: $88,233Expenses 2017: $96,626Net Income 2017: -$8,3932017Revenue 2018: $102,342Expenses 2018: $102,768Net Income 2018: -$4262018Revenue 2019: $86,148Expenses 2019: $97,655Net Income 2019: -$11,5072019Revenue 2020: $65,347Expenses 2020: $68,837Net Income 2020: -$3,4902020Revenue 2021: $77,269Expenses 2021: $73,934Net Income 2021: $3,3352021Revenue 2022: $62,295Expenses 2022: $62,489Net Income 2022: -$1942022Revenue 2023: $40,037Expenses 2023: $44,748Net Income 2023: -$4,7112023

Highlighted filing

2014

Revenue$107,906
Expenses$101,883
Net Income$6,023
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Dec 31, 2014
Return Version
2013v4.0
Gross Receipts
$110,551
Mission and Program Overview

Mission

SOCIAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
SIGMA PHI LAMBDA IS A SOCIAL ORGANIZATION THAT CHARGES DUES FOR MEMBERSHIP, HOLDS WEEKLY MEETINGS INVOLVING THE MEMBERS, AND PLANS AND HOLDS FELLOWSHIP ACTIVITIES FOR THOSE MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TORI BLANCHARDPresident/DiPT$0--
JULIA LANCASTERVice Pres/DiPT$0--
STACIE O'SHEAChaplain/DirectorPT$0--
PAIJE BOWLESSecretary/DiPT$0--
SHANNA DANIELTreasurer/DiPT$0--
MEGHAN BECKERAlumni Board-$0--
LESLIE MOOREAlumni Board-$0--
BECCA SHELLEYAlumni Board-$0--
SARAH HENZEAlumni Board-$0--
JILL PATTONAlumni Board-$0--
CARYN BELLDirector Of-$0--
Filing and Contact Details

Filer

EIN
20-1237505
Phone
9728968008

Signing Officer

Name
Leslie Moore
Title
Board Chair
Phone
9728968008
Signed
2014-12-31
Discuss with paid preparer
Yes

Preparer

Preparer
Shannon Wood CPA
Phone
8177955046
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 2,249 total 2,249

Form 990-ez, Part I, Line 10

Sigma phi lambda national dues 7309 sonoma valley dr. Frisco, tx 75035 22,164 0 0

Form 990-ez, Part I, Line 16

Expenses business gifts 2,885 event expenses 8,238 food 12,490 miscellaneous 231 office expense 7,022 supplies 3,179 non-investment depreciation 262 total 34,307

Form 990-ez, Part I, Line 20

Prior period adjustment -122

Form 990-ez, Part II, Line 24

Equipment 2,823 2,823 less accumulated depreciation 1,394 1,656 other receivables 6,192 0 total 7,621 1,167

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0TORI BLANCHARD
CompensationExplanation/CompensationExplanationGrp/PersonNm1JULIA LANCASTER
CompensationExplanation/CompensationExplanationGrp/PersonNm2STACIE OSHEA
CompensationExplanation/CompensationExplanationGrp/PersonNm3PAIJE BOWLES
CompensationExplanation/CompensationExplanationGrp/PersonNm4SHANNA DANIEL
CompensationExplanation/CompensationExplanationGrp/PersonNm5MEGHAN BECKER
CompensationExplanation/CompensationExplanationGrp/PersonNm6LESLIE MOORE
CompensationExplanation/CompensationExplanationGrp/PersonNm7BECCA SHELLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm8SARAH HENZE
CompensationExplanation/CompensationExplanationGrp/PersonNm9JILL PATTON
CompensationExplanation/CompensationExplanationGrp/PersonNm10CARYN BELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LESLIE MOORE
IRS990EZ/BooksInCareOfDetail/PhoneNum09728968008
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107309 SONOMA VALLEY DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0FRISCO
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode075035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028885
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0131
IRS990EZ/CostOfGoodsSoldAmt02645
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06023
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07145
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042407
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027102
IRS990EZ/GrossReceiptsAmt0110551
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02645
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0105510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042407
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042407
IRS990EZ/OccupancyRentUtltsAndMaintAmt031944
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TORI BLANCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA LANCASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACIE O'SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAIJE BOWLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNA DANIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGHAN BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LESLIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BECCA SHELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARAH HENZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JILL PATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CARYN BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAPLAIN/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR OF
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07621
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01167
IRS990EZ/OtherChangesInNetAssetsAmt0-122
IRS990EZ/OtherExpensesTotalAmt034307
IRS990EZ/OtherRevenueTotalAmt02249
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01385
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SIGMA PHI LAMBDA IS A SOCIAL ORGANIZATION THAT CHARGES DUES FOR MEMBERSHIP, HOLDS WEEKLY MEETINGS INVOLVING THE MEMBERS, AND PLANS AND HOLDS FELLOWSHIP ACTIVITIES FOR THOSE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101883
IRS990EZ/TotalRevenueAmt0107906
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 2,249 TOTAL 2,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGMA PHI LAMBDA NATIONAL DUES 7309 SONOMA VALLEY DR. FRISCO, TX 75035 22,164 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BUSINESS GIFTS 2,885 EVENT EXPENSES 8,238 FOOD 12,490 MISCELLANEOUS 231 OFFICE EXPENSE 7,022 SUPPLIES 3,179 NON-INVESTMENT DEPRECIATION 262 TOTAL 34,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT -122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUIPMENT 2,823 2,823 LESS ACCUMULATED DEPRECIATION 1,394 1,656 OTHER RECEIVABLES 6,192 0 TOTAL 7,621 1,167
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10SIGMA PHI LAMBDA INC BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0201237505
ReturnHeader/Filer/PhoneNum09728968008
ReturnHeader/Filer/USAddress/AddressLine107309 SONOMA VALLEY DR
ReturnHeader/Filer/USAddress/City0FRISCO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412024514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SOMMERVILLE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103030 MATLOCK RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0760152936
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02015-01-06T09:53:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

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Filings