Civic Intelligence

The Phi Sigma Pi Foundation

990EZ • Fiscal year 2017 • EIN 20-3740928

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization ProfileFOUNDATION.PHISIGMAPI.ORG
2119 Ambassador CircleLancaster, PA 17603

(717) 299-4710

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$249,456

Up $24,442 (+11%) from 2016

Net Assets

$214,087

No earlier filing loaded for comparison.

Liabilities

Up

$35,369

Up $1,726 (+5.1%) from 2016

Revenue And Expenses

Revenue

Up

$70,357

Up $15,357 (+28%) from 2016

Expenses

Down

$54,337

Down $3,901 (-6.7%) from 2016

Net Income

Up

$16,020

Up $19,258 (+595%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $185,115Liabilities 2010: $24,567Net Assets 2010: $160,5482010Assets 2011: $223,695Liabilities 2011: $15,1372011Assets 2012: $249,171Liabilities 2012: $4392012Assets 2013: $257,592Liabilities 2013: $4,8952013Assets 2014: $285,874Liabilities 2014: $39,8482014Assets 2015: $204,779Liabilities 2015: $1,4952015Assets 2016: $225,014Liabilities 2016: $33,6432016Assets 2017: $249,456Liabilities 2017: $35,369Net Assets 2017: $214,0872017Assets 2018: $258,525Liabilities 2018: $32,826Net Assets 2018: $225,6992018Assets 2019: $295,062Liabilities 2019: $37,268Net Assets 2019: $257,7942019Assets 2020: $323,133Liabilities 2020: $47,859Net Assets 2020: $275,2742020Assets 2021: $349,417Liabilities 2021: $9,475Net Assets 2021: $339,9422021Assets 2022: $333,592Liabilities 2022: $11,934Net Assets 2022: $321,6582022Assets 2023: $373,888Liabilities 2023: $02023Assets 2024: $414,493Liabilities 2024: $6,964Net Assets 2024: $407,5292024

Highlighted filing

2017

Assets$249,456
Liabilities$35,369
Net Assets$214,087
Open 2017 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $72,756Expenses 2010: $15,942Net Income 2010: $56,8142010Revenue 2011: $75,553Expenses 2011: $32,407Net Income 2011: $43,1462011Revenue 2012: $82,808Expenses 2012: $41,176Net Income 2012: $41,6322012Revenue 2013: $73,518Expenses 2013: $76,923Net Income 2013: -$3,4052013Revenue 2014: $49,062Expenses 2014: $67,146Net Income 2014: -$18,0842014Revenue 2015: $51,866Expenses 2015: $84,657Net Income 2015: -$32,7912015Revenue 2016: $55,000Expenses 2016: $58,238Net Income 2016: -$3,2382016Revenue 2017: $70,357Expenses 2017: $54,337Net Income 2017: $16,0202017Revenue 2018: $61,072Expenses 2018: $50,910Net Income 2018: $10,1622018Revenue 2019: $64,565Expenses 2019: $29,424Net Income 2019: $35,1412019Revenue 2020: $56,038Expenses 2020: $36,344Net Income 2020: $19,6942020Revenue 2021: $55,712Expenses 2021: $31,430Net Income 2021: $24,2822021Revenue 2022: $49,139Expenses 2022: $32,662Net Income 2022: $16,4772022Revenue 2023: $51,478Expenses 2023: $9,221Net Income 2023: $42,2572023Revenue 2024: $43,100Expenses 2024: $32,328Net Income 2024: $10,7722024

Highlighted filing

2017

Revenue$70,357
Expenses$54,337
Net Income$16,020
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.1
Gross Receipts
$70,357
Mission and Program Overview

Mission

To impact the phi sigma pi communities through the funding of educational and leadership programs and civic and goodwill initiatives.

Program Services

DescriptionGrantsExpenses
GENERATE, PRESERVE, AND PROVIDE FINANCIAL RESOURCES FOR THE WELL-BEING OF THE FOUNDATION AND PHI SIGMA PI NATIONAL HONOR FRATERNITY.$35,883$35,883
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE PEACHEYPresidentPT$0--
JONAH GOODMANNational SecPT$0--
FRANK SANDERSTreasurerPT$0--
ELLIE CROUTBoard MemberPT$0--
JOSH MARDERBoard MemberPT$0--
CHRISTOPHER MCCOYBoard MemberPT$0--
SARAH CANTWELLBoard MemberPT$0--
SUZANNE SCHAFFERExecutive DiPT$0--
Filing and Contact Details

Filer

Filer Name
The Phi Sigma Pi Foundation
EIN
20-3740928
Phone
7172994710
Address
2119 AMBASSADOR CIRCLE, LANCASTER, PA 17603

Signing Officer

Name
Suzanne Schaffer
Title
Executive Director
Phone
7172994710
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
William P Ashman CPA
Phone
7176973888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Phi sigma pi honor fraternity 2119 ambassador circle lancaster, pa 17603 31,215 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank charges 645 office supplies 2,094 miscellaneous 126 total 2,865”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 6,696”

Form 990-ez, Part II, Line 24

“Accounts receivable 4,437 0 total 4,437 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 8,636 1,090 due to fraternity 24,382 34,279 prepaid donations 625 0”

Form 990-ez, Part III

“To impact the phi sigma pi communities through the funding of educational and leadership programs and civic and goodwill initiatives.”

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE PEACHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONAH GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLIE CROUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSH MARDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTOPHER MCCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH CANTWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUZANNE SCHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NATIONAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04437
IRS990EZ/OtherChangesInNetAssetsAmt06696
IRS990EZ/OtherExpensesTotalAmt02865
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPACT THE PHI SIGMA PI COMMUNITIES THROUGH THE FUNDING OF EDUCATIONAL AND LEADERSHIP PROGRAMS AND CIVIC AND GOODWILL INITIATIVES.
IRS990EZ/PrintingPublicationsPostageAmt03305
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENERATE, PRESERVE, AND PROVIDE FINANCIAL RESOURCES FOR THE WELL-BEING OF THE FOUNDATION AND PHI SIGMA PI NATIONAL HONOR FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035883
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033643
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054337
IRS990EZ/TotalProgramServiceExpensesAmt035883
IRS990EZ/TotalRevenueAmt070357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FOUNDATION.PHISIGMAPI.ORG
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/InvestmentIncomeCYPct00.12000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88200
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHI SIGMA PI HONOR FRATERNITY 2119 AMBASSADOR CIRCLE LANCASTER, PA 17603 31,215 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 645 OFFICE SUPPLIES 2,094 MISCELLANEOUS 126 TOTAL 2,865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 6,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 4,437 0 TOTAL 4,437 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 8,636 1,090 DUE TO FRATERNITY 24,382 34,279 PREPAID DONATIONS 625 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO IMPACT THE PHI SIGMA PI COMMUNITIES THROUGH THE FUNDING OF EDUCATIONAL AND LEADERSHIP PROGRAMS AND CIVIC AND GOODWILL INITIATIVES.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE SCHAFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07172994710
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ReturnHeader/Filer/EIN0203740928
ReturnHeader/Filer/PhoneNum07172994710
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ReturnHeader/Filer/USAddress/ZIPCd017603
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232213999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & MUSSER PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 CUMBERLAND PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MECHANICSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017055
ReturnHeader/PreparerPersonGrp/PhoneNum07176973888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM P ASHMAN CPA
ReturnHeader/ReturnTs02018-05-11T17:21:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
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
$249,456
Liabilities
$35,369
Net assets
$214,087
Revenue
$70,357
Expenses
$54,337
Net income
$16,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.07$4.08$0.43$0.32$0.11
2023Summary only. Only limited summary data is available for this year.$3.74$0.00$0.51$0.09$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.12$3.22$0.49$0.33$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.09$3.40$0.56$0.31$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.48$2.75$0.56$0.36$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.37$2.58$0.65$0.29$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.33$2.26$0.61$0.51$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.35$2.14$0.70$0.54$0.16
2016Summary only. Only limited summary data is available for this year.$2.25$0.34$0.55$0.58$0.03
2015Summary only. Only limited summary data is available for this year.$2.05$0.01$0.52$0.85$0.33
2014Summary only. Only limited summary data is available for this year.$2.86$0.40$0.49$0.67$0.18
2013Summary only. Only limited summary data is available for this year.$2.58$0.05$0.74$0.77$0.03
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$0.83$0.41$0.42
2011Summary only. Only limited summary data is available for this year.$2.24$0.15$0.76$0.32$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.25$1.61$0.73$0.16$0.57