Civic Intelligence

Sigma Phi Lambda Inc Beta Chapter

990EZ • Fiscal year 2020 • EIN 20-1237505

Jun 01, 2019 to May 31, 2020 • Filed on Nov 18, 2020

8553 N Beach St Pmb 368Fort Worth, TX 76244

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

33rd percentile

-5.3%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-20%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-24%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$14,015

Down $3,470 (-20%) from 2019

Net Assets

Down

$14,015

Down $3,470 (-20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$65,347

Down $20,801 (-24%) from 2019

Expenses

Down

$68,837

Down $28,818 (-30%) from 2019

Net Income

Up

-$3,490

Up $8,017 (+70%) from 2019

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

2020

Assets$14,015
Liabilities-
Net Assets$14,015

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

2020

Revenue$65,347
Expenses$68,837
Net Income-$3,490
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 18, 2020
Return Version
2019v5.0
Gross Receipts
$65,347
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
BRIDGET ABRAHAMPresident/Di-$0--
TAYLOR TEELVice Pres/Di-$0--
GENTRY YOUNGChaplain/Director-$0--
ELIZABETH WILSONSecretary/Di-$0--
ALLYSON KINGTreasurer/Di-$0--
SARAH HALFORDAlumni Board-$0--
DEIDRE MERSEALAlumni Board-$0--
JOANNA HILDEBRANDAlumni Board-$0--
HALEY HORNERAlumni Board-$0--
BAILEY GLEITZAlumni Board-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Lambda Inc Beta Chapter
EIN
20-1237505
Phone
9405502316
Address
8553 N BEACH ST PMB 368, FORT WORTH, TX 76244

Signing Officer

Name
Bailey Gleitz
Title
Alumni Boarddirector
Phone
9728968008
Signed
2020-11-18
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 10

Class of activity: dues to national org name: sigma phi lambda address: 8553 n. Beach st. Fort worth, tx 76244 cash contribution: 19,951

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 63 it 1,204 travel 991 appreciation gifts 367 event expenses 11,467 food 1,806 office expense 4,086 supplies 2,416 non-investment depreciation 253 total 22,653

Form 990-ez, Part I, Line 20

Prior period adjustment 19

Form 990-ez, Part II, Line 24

Equipment 4,336 4,336 less accumulated depreciation 3,341 3,595 total 995 741

Raw XML Appendix140 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/AddressLine1Txt08553 N BEACH ST PMB 368
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013274
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0341
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3490
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017486
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014015
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022197
IRS990EZ/GrossReceiptsAmt065347
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt064952
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017486
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014015
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017486
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014015
IRS990EZ/OccupancyRentUtltsAndMaintAmt022737
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/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/PersonNm0BRIDGET ABRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAYLOR TEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GENTRY YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLYSON KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH HALFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIDRE MERSEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANNA HILDEBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HALEY HORNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BAILEY GLEITZ
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0995
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0741
IRS990EZ/OtherChangesInNetAssetsAmt019
IRS990EZ/OtherExpensesTotalAmt022653
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0950
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/TotalExpensesAmt068837
IRS990EZ/TotalRevenueAmt065347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: DUES TO NATIONAL ORG NAME: SIGMA PHI LAMBDA ADDRESS: 8553 N. BEACH ST. FORT WORTH, TX 76244 CASH CONTRIBUTION: 19,951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 63 IT 1,204 TRAVEL 991 APPRECIATION GIFTS 367 EVENT EXPENSES 11,467 FOOD 1,806 OFFICE EXPENSE 4,086 SUPPLIES 2,416 NON-INVESTMENT DEPRECIATION 253 TOTAL 22,653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT 4,336 4,336 LESS ACCUMULATED DEPRECIATION 3,341 3,595 TOTAL 995 741
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAILEY GLEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI BOARDDIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI LAMBDA INC BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0201237505
ReturnHeader/Filer/PhoneNum09405502316
ReturnHeader/Filer/USAddress/AddressLine1Txt08553 N BEACH ST PMB 368
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0444B710A4B66E72A256CEE3BF83FD70FFA68A13D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E983EA6E71D5F66E415B3F1792136FD215187F05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.233.6
ReturnHeader/FilingSecurityInformation/IPDt02020-11-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:18:25
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/PreparationDt02020-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02020-11-18T14:18:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings