Civic Intelligence

Upsilon Association of Delta Sigma Phi Fraternity

990EZ • Fiscal year 2014 • EIN 23-0518810

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 08, 2015

Organization ProfileN/A
595 E Lancaster Ave No 203St Davids, PA 19087

(610) 263-0134

Siviq Scores

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

Liabilities / Assets

94th percentile

0.78x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

3.33x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

56th percentile

7.5%

Higher net margin than 56% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

$349,052

No earlier filing loaded for comparison.

Net Assets

$78,506

No earlier filing loaded for comparison.

Liabilities

$270,546

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin56th percentile

Revenue

$81,341

No earlier filing loaded for comparison.

Expenses

$75,213

No earlier filing loaded for comparison.

Net Income

$6,128

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2014: $349,052Liabilities 2014: $270,546Net Assets 2014: $78,5062014Assets 2015: $332,077Liabilities 2015: $264,324Net Assets 2015: $67,7532015Assets 2016: $541,746Liabilities 2016: $499,960Net Assets 2016: $41,7862016Assets 2017: $538,776Liabilities 2017: $482,504Net Assets 2017: $56,2722017Assets 2018: $548,975Liabilities 2018: $464,875Net Assets 2018: $84,1002018Assets 2019: $557,168Liabilities 2019: $446,544Net Assets 2019: $110,6242019Assets 2020: $572,702Liabilities 2020: $427,534Net Assets 2020: $145,1682020Assets 2021: $580,615Liabilities 2021: $407,723Net Assets 2021: $172,8922021Assets 2022: $567,213Liabilities 2022: $354,724Net Assets 2022: $212,4892022Assets 2023: $581,856Liabilities 2023: $335,708Net Assets 2023: $246,1482023Assets 2024: $601,262Liabilities 2024: $312,801Net Assets 2024: $288,4612024

Highlighted filing

2014

Assets$349,052
Liabilities$270,546
Net Assets$78,506
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2014: $81,341Expenses 2014: $75,213Net Income 2014: $6,1282014Revenue 2015: $50,618Expenses 2015: $61,371Net Income 2015: -$10,7532015Revenue 2016: $22,227Expenses 2016: $48,194Net Income 2016: -$25,9672016Revenue 2017: $80,600Expenses 2017: $66,114Net Income 2017: $14,4862017Revenue 2018: $82,760Expenses 2018: $54,932Net Income 2018: $27,8282018Revenue 2019: $83,896Expenses 2019: $57,372Net Income 2019: $26,5242019Revenue 2020: $84,666Expenses 2020: $50,122Net Income 2020: $34,5442020Revenue 2021: $84,725Expenses 2021: $57,001Net Income 2021: $27,7242021Revenue 2022: $91,830Expenses 2022: $52,233Net Income 2022: $39,5972022Revenue 2023: $88,137Expenses 2023: $54,478Net Income 2023: $33,6592023Revenue 2024: $89,456Expenses 2024: $47,143Net Income 2024: $42,3132024

Highlighted filing

2014

Revenue$81,341
Expenses$75,213
Net Income$6,128
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$81,341
Mission and Program Overview

Mission

To provide support to undergraduate fraternity memebers through housing and overall managerial support

To provide housing to its members.

Program Services

DescriptionGrantsExpenses
TO PROVIDE HOUSING TO ITS MEMBERS. EXPENSES INCLUDE TAXES, INTEREST, MAINTENANCE, SUPPLIES, ETC.$0$65,313
TO SUPPORT THE EDUCATIONAL DEVELOPMENT OF YOUNG MEN CONSISTENT WITH THE MISSION OF DELTA SIGMA PHI.$0$0
TO SUPPORT THE MORAL AND CHARACTER DEVELOPMENT OF YOUNG MEN CONSISTENT WITH THE MISSION OF DELTA SIGMA PHI.$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC LEIBMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upsilon Association of Delta Sigma Phi Fraternity
EIN
23-0518810
Phone
6102630134
Address
595 E LANCASTER AVE NO 203, ST DAVIDS, PA 19087

Signing Officer

Name
Marc Leibman
Title
Director
Phone
6102630134
Signed
2015-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Stephano Slack LLC
Address
125 STRAFFORD AVE STE 200, WAYNE, PA 19087
Preparer
Nicholas Ciocca
Phone
6106871600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 1.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: property and real estate taxes. Amount: 10,768. Description: security. Amount: 909. Description: licenses and fees. Amount: 485. Description: property insurance. Amount: 7,816. Description: telephone. Amount: 533. Description: marketing. Amount: 12,066. Description: bank fees. Amount: 116. Description: miscellaneous expense. Amount: 2,454. Description: interest expense. Amount: 14,652. Description: computer services. Amount: 1,329. Description: travel. Amount: 670. Description: depreciation. Amount: 9,611. Total to form 990-ez, line 16: 61,409.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: note payable. Beg. Of year amount: 256,165. End of year amount: 240,330. Description: line of credit. Beg. Of year amount: 32,975. End of year amount: 29,512. Description: security. Beg. Of year amount: 0. End of year amount: 57. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 647.”

Raw XML Appendix107 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATT WELTER
IRS990EZ/BooksInCareOfDetail/PhoneNum06102630134
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O M WELTER SHDC LLC 595 E
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0LANCASTER AVE ST DAVIDS PA 19087
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST DAVIDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019087
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017708
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03750
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt06128
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06081
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0361518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0349052
IRS990EZ/GrossReceiptsAmt081341
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00588
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0343810
IRS990EZ/LandAndBuildingsGrp/EOYAmt0334199
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt077590
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072378
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078506
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072378
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078506
IRS990EZ/OccupancyRentUtltsAndMaintAmt07723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARC LEIBMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061409
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOUSING TO ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE HOUSING TO ITS MEMBERS. EXPENSES INCLUDE TAXES, INTEREST, MAINTENANCE, SUPPLIES, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT THE EDUCATIONAL DEVELOPMENT OF YOUNG MEN CONSISTENT WITH THE MISSION OF DELTA SIGMA PHI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE MORAL AND CHARACTER DEVELOPMENT OF YOUNG MEN CONSISTENT WITH THE MISSION OF DELTA SIGMA PHI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065313
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0289140
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0270546
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt075213
IRS990EZ/TotalProgramServiceExpensesAmt065313
IRS990EZ/TotalRevenueAmt081341
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROPERTY AND REAL ESTATE TAXES. AMOUNT: 10,768. DESCRIPTION: SECURITY. AMOUNT: 909. DESCRIPTION: LICENSES AND FEES. AMOUNT: 485. DESCRIPTION: PROPERTY INSURANCE. AMOUNT: 7,816. DESCRIPTION: TELEPHONE. AMOUNT: 533. DESCRIPTION: MARKETING. AMOUNT: 12,066. DESCRIPTION: BANK FEES. AMOUNT: 116. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 2,454. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 14,652. DESCRIPTION: COMPUTER SERVICES. AMOUNT: 1,329. DESCRIPTION: TRAVEL. AMOUNT: 670. DESCRIPTION: DEPRECIATION. AMOUNT: 9,611. TOTAL TO FORM 990-EZ, LINE 16: 61,409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NOTE PAYABLE. BEG. OF YEAR AMOUNT: 256,165. END OF YEAR AMOUNT: 240,330. DESCRIPTION: LINE OF CREDIT. BEG. OF YEAR AMOUNT: 32,975. END OF YEAR AMOUNT: 29,512. DESCRIPTION: SECURITY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 57. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 647.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC LEIBMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06102630134
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSILON ASSOCIATION OF DELTA SIGMA PHI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0UPSI
ReturnHeader/Filer/EIN0230518810
ReturnHeader/Filer/PhoneNum06102630134
ReturnHeader/Filer/USAddress/AddressLine1Txt0595 E LANCASTER AVE NO 203
ReturnHeader/Filer/USAddress/CityNm0ST DAVIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161710665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHANO SLACK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 STRAFFORD AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06106871600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS CIOCCA
ReturnHeader/ReturnTs02015-10-08T08:56:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,052
Liabilities
$270,546
Net assets
$78,506
Revenue
$81,341
Expenses
$75,213
Net income
$6,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$3.13$2.88$0.89$0.47$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$3.36$2.46$0.88$0.54$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$3.55$2.12$0.92$0.52$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$4.08$1.73$0.85$0.57$0.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.73$4.28$1.45$0.85$0.50$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$4.47$1.11$0.84$0.57$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$4.65$0.84$0.83$0.55$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$4.83$0.56$0.81$0.66$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$5.00$0.42$0.22$0.48$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$2.64$0.68$0.51$0.61$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.49$2.71$0.79$0.81$0.75$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • NTEE B83 • <$500k nonprofits