Civic Intelligence

Sigma Phi Lambda Inc Beta Chapter

990EZ • Fiscal year 2017 • EIN 20-1237505

Jun 01, 2016 to May 31, 2017 • Filed on Dec 05, 2017

Organization ProfileN/A
14213 Sugar Hill DriveLittle Elm, TX 75068

(940) 550-2316

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

19th percentile

-9.5%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-22%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,415

Down $8,394 (-22%) from 2016

Net Assets

Down

$29,415

Down $8,394 (-22%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$88,233

Down $12,352 (-12%) from 2016

Expenses

Down

$96,626

Down $6,827 (-6.6%) from 2016

Net Income

Down

-$8,393

Down $5,525 (-193%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2017

Assets$29,415
Liabilities-
Net Assets$29,415
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

2017

Revenue$88,233
Expenses$96,626
Net Income-$8,393
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Dec 5, 2017
Return Version
2016v3.0
Gross Receipts
$88,233
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
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAYLA ARCHERPresident/Di-$0--
NATALIE BLOODVice Pres/Di-$0--
MARISSA LANDAVERDEChaplain/Director-$0--
SARAH SHAFFERSecretary/Di-$0--
ALAYNA SPEIRTreasurer/Di-$0--
STEPHANIE GIDDENSAlumni Board-$0--
DEIDRE MERSEALAlumni Board-$0--
REBECCA SHELLEYAlumni Board-$0--
SUZANNE TAYLORAlumni Board-$0--
BAILEY GLEITZAlumni Doard-$0--
TOBI MCMILLANExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Lambda Inc Beta Chapter
EIN
20-1237505
Phone
9405502316
Address
14213 SUGAR HILL DRIVE, LITTLE ELM, TX 75068

Signing Officer

Name
Bailey Gleitz
Title
Alumni Doarddirector
Phone
9728968008
Signed
2017-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Shannon Wood CPA
Phone
8177955046
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 898 total 898”

Form 990-ez, Part I, Line 10

“Sigma phi lambda dues to national org 14213 sugar hill drive little elm, tx 75068 16,429 0 0”

Form 990-ez, Part I, Line 16

“Expenses information technology 168 travel 305 conferences/meetings 1,100 business gifts 5,726 event expenses 15,485 food 14,041 miscellaneous 445 office expense 6,964 supplies 2,556 t-shirts 2,766 non-investment depreciation 423 total 49,979”

Form 990-ez, Part II, Line 24

“Equipment 3,420 3,420 less accumulated depreciation 2,197 2,620 total 1,223 800”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BAILEY GLEITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09405502316
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014213 SUGAR HILL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LITTLE ELM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028615
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8393
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02870
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037808
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029415
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017917
IRS990EZ/GrossReceiptsAmt088233
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt067
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt087268
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037808
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029415
IRS990EZ/OccupancyRentUtltsAndMaintAmt023685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/PersonNm0KAYLA ARCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATALIE BLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARISSA LANDAVERDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAYNA SPEIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE GIDDENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIDRE MERSEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REBECCA SHELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUZANNE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BAILEY GLEITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOBI MCMILLAN
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 DOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01223
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0800
IRS990EZ/OtherExpensesTotalAmt049979
IRS990EZ/OtherRevenueTotalAmt0898
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt02175
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/TotalExpensesAmt096626
IRS990EZ/TotalRevenueAmt088233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 898 TOTAL 898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGMA PHI LAMBDA DUES TO NATIONAL ORG 14213 SUGAR HILL DRIVE LITTLE ELM, TX 75068 16,429 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INFORMATION TECHNOLOGY 168 TRAVEL 305 CONFERENCES/MEETINGS 1,100 BUSINESS GIFTS 5,726 EVENT EXPENSES 15,485 FOOD 14,041 MISCELLANEOUS 445 OFFICE EXPENSE 6,964 SUPPLIES 2,556 T-SHIRTS 2,766 NON-INVESTMENT DEPRECIATION 423 TOTAL 49,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT 3,420 3,420 LESS ACCUMULATED DEPRECIATION 2,197 2,620 TOTAL 1,223 800
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 II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAILEY GLEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI DOARDDIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI LAMBDA INC BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0201237505
ReturnHeader/Filer/PhoneNum09405502316
ReturnHeader/Filer/USAddress/AddressLine1Txt014213 SUGAR HILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0LITTLE ELM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075068
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3FCBD9B0E22ED9247C5972FCFF84A3507B16488
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3FCBD9B0E22ED9247C5972FCFF84A3507B16488
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412024514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMMERVILLE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03030 MATLOCK RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760152936
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02017-12-05T10:06:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,415
Liabilities
-
Net assets
$29,415
Revenue
$88,233
Expenses
$96,626
Net income
-$8,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.40$0.45$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.62$0.62$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.77$0.74$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.65$0.69$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.86$0.98$0.12
2018Summary only. Only limited summary data is available for this year.$0.29$0.00$1.02$1.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.88$0.97$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.01$1.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.06$1.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.08$1.02$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.79$0.66$0.12
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.99$1.02$0.03
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.63$0.56$0.06