Civic Intelligence

Sigma Phi Lambda Inc Beta Chapter

990EZ • Fiscal year 2022 • EIN 20-1237505

Jun 01, 2021 to May 31, 2022 • Filed on Dec 26, 2022

Organization ProfileWWW.AGGIEPHILAMB.COM
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

41st percentile

-0.3%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-19%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,155

Down $195 (-1.1%) from 2021

Net Assets

Down

$17,155

Down $195 (-1.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$62,295

Down $14,974 (-19%) from 2021

Expenses

Down

$62,489

Down $11,445 (-15%) from 2021

Net Income

Down

-$194

Down $3,529 (-106%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$17,155
Liabilities-
Net Assets$17,155
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$62,295
Expenses$62,489
Net Income-$194
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Dec 26, 2022
Return Version
2021v4.0
Gross Receipts
$62,295
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
PAYTON HOLCOMBPresident/Di-$0--
BRETTE CLARKVice Pres/Di-$0--
GRACE DELAUGHTERChaplain/Director-$0--
GRACE TURNERSecretary/Di-$0--
JAMIE SIMSTreasurer/Di-$0--
SARAH HALFORDAlumni Board-$0--
DEIDRE MERSEALAlumni Board-$0--
JOANNA HILDEBRANDAlumni Board-$0--
BROOKE DEPUEAlumni 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
2022-12-26
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: 15,512”

Form 990-ez, Part I, Line 16

“Expenses office 3,812 it 1,760 travel 522 appreciation gifts 760 event expenses 6,578 food 6,851 supplies 1,170 non-investment depreciation 131 total 21,584”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 38 0 equipment 4,336 4,336 less accumulated depreciation 3,726 3,856 total 648 480”

Raw XML Appendix134 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/BOYAmt016701
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-194
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02040
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017155
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015512
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0504
IRS990EZ/GrossReceiptsAmt062295
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0504
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt060403
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017155
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017155
IRS990EZ/OccupancyRentUtltsAndMaintAmt022464
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/PersonNm0PAYTON HOLCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRETTE CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRACE DELAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRACE TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMIE SIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH HALFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIDRE MERSEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANNA HILDEBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BROOKE DEPUE
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/BOYAmt0648
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0480
IRS990EZ/OtherExpensesTotalAmt021584
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0889
IRS990EZ/ProgramServiceRevenueAmt01380
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/TotalExpensesAmt062489
IRS990EZ/TotalRevenueAmt062295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AGGIEPHILAMB.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: DUES TO NATIONAL ORG NAME: SIGMA PHI LAMBDA ADDRESS: 8553 N. BEACH ST. FORT WORTH, TX 76244 CASH CONTRIBUTION: 15,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 3,812 IT 1,760 TRAVEL 522 APPRECIATION GIFTS 760 EVENT EXPENSES 6,578 FOOD 6,851 SUPPLIES 1,170 NON-INVESTMENT DEPRECIATION 131 TOTAL 21,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 38 0 EQUIPMENT 4,336 4,336 LESS ACCUMULATED DEPRECIATION 3,726 3,856 TOTAL 648 480
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAILEY GLEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI BOARDDIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-26
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/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/PreparationDt02022-12-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02022-12-27T10:58:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BAILEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GLEITZ
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,155
Liabilities
-
Net assets
$17,155
Revenue
$62,295
Expenses
$62,489
Net income
-$194
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