Civic Intelligence

Sigma Chapter of Phi Sigma Delta Educational Foundation

990 • Fiscal year 2012 • EIN 23-1709257

Apr 01, 2011 to Mar 31, 2012 • Filed on Feb 10, 2013

Organization ProfileN/A
1423 North Atherton Street16803
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,711,109

Flat from 2012

Net Assets

Flat

$1,699,859

Flat from 2012

Liabilities

Flat

$11,250

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$115,827

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $790,237Liabilities 2010: $161,885Net Assets 2010: $628,3522010Assets 2011: $778,254Liabilities 2011: $60,643Net Assets 2011: $717,6112011Assets 2012: $1,711,109Liabilities 2012: $11,250Net Assets 2012: $1,699,8592012Assets 2012: $1,711,109Liabilities 2012: $11,250Net Assets 2012: $1,699,8592012Assets 2013: $1,813,211Liabilities 2013: $0Net Assets 2013: $1,813,2112013Assets 2014: $1,985,587Liabilities 2014: $0Net Assets 2014: $1,985,5872014Assets 2015: $1,988,071Liabilities 2015: $2,232Net Assets 2015: $1,985,8392015Assets 2016: $1,855,057Liabilities 2016: $55,074Net Assets 2016: $1,799,9832016Assets 2017: $1,974,391Liabilities 2017: $56,016Net Assets 2017: $1,918,3752017Assets 2018: $1,997,654Liabilities 2018: $6,019Net Assets 2018: $1,991,6352018Assets 2019: $1,987,876Liabilities 2019: $60,967Net Assets 2019: $1,926,9092019Assets 2020: $1,627,722Liabilities 2020: $0Net Assets 2020: $1,627,7222020Assets 2021: $2,154,901Liabilities 2021: $5,147Net Assets 2021: $2,149,7542021Assets 2022: $2,147,563Liabilities 2022: $3,667Net Assets 2022: $2,143,8962022Assets 2023: $1,903,514Liabilities 2023: $475Net Assets 2023: $1,903,0392023Assets 2024: $2,169,955Liabilities 2024: $93,057Net Assets 2024: $2,076,8982024Assets 2025: $2,122,276Liabilities 2025: $4,098Net Assets 2025: $2,118,1782025

Highlighted filing

2012

Assets$1,711,109
Liabilities$11,250
Net Assets$1,699,859
Open 2012 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $129,216Expenses 2010: $47,661Net Income 2010: $81,5552010Revenue 2011: $100,648Expenses 2011: $53,620Net Income 2011: $47,0282011Expenses 2012: $115,8272012Revenue 2012: $1,070,575Expenses 2012: $115,827Net Income 2012: $954,7482012Expenses 2013: $75,5272013Revenue 2014: $333,388Expenses 2014: $63,097Net Income 2014: $270,2912014Revenue 2015: $82,176Expenses 2015: $125,419Net Income 2015: -$43,2432015Revenue 2016: $69,684Expenses 2016: $129,865Net Income 2016: -$60,1812016Revenue 2017: $172,563Expenses 2017: $125,899Net Income 2017: $46,6642017Revenue 2018: $178,518Expenses 2018: $141,589Net Income 2018: $36,9292018Revenue 2019: $83,062Expenses 2019: $124,480Net Income 2019: -$41,4182019Revenue 2020: $173,962Expenses 2020: $143,408Net Income 2020: $30,5542020Revenue 2021: $212,199Expenses 2021: $116,494Net Income 2021: $95,7052021Revenue 2022: $251,866Expenses 2022: $112,926Net Income 2022: $138,9402022Revenue 2023: $60,405Expenses 2023: $109,870Net Income 2023: -$49,4652023Revenue 2024: $91,631Expenses 2024: $117,223Net Income 2024: -$25,5922024Revenue 2025: $94,128Expenses 2025: $114,343Net Income 2025: -$20,2152025

Highlighted filing

2012

Revenue-
Expenses$115,827
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Feb 10, 2013
Return Version
2011v1.2
Gross Receipts
$1,624,901
Mission and Program Overview

Mission

To aide primarily the pennsylvania state university and the need and/or worthy students thereof.

Filing and Contact Details

Filer

EIN
23-1709257
Raw XML AppendixShowing 400 of 510 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0UNDER THE TERMS OF THE LEASE AGREEMENT, THE FOUNDATION HAS THE RIGHT TO EXPEND ANY PORTION OF THE SECURITY DEPOSIT TO CORRECT AN INSTANCE OF NON-COMPLIANCE AND THE TENANT WOULD BE REQUIRED TO IMMEDIATELY REIMBURSE THE FOUNDATION THE AMOUNT IN ORDER TO MAINTAIN A SECURITY DEPOSIT TOTALING $25,000. ON OCTOBER 13, 2011, THE FOUNDATION CLOSED THE SALE OF THEIR FRATERNITY HOUSE AND RELATED IMPROVEMENTS. UNDER THE TERMS OF THE EXECUTED SALES AGREEMENT, AS WELL AS THE PREVIOUSLY EXECUTED LEASE AGREEMENT, THE FOUNDATION REFUNDED THE INITIAL SECURITY DEPOSIT BY APPLYING THE DEPOSITY TOWARDS THE SALES PRICE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FOUNDATION'S ENDOWMENT PROVIDES SCHOLARSHIPS TO THOSE STUDENTS WHO MEET THE FOUNDATION'S ELIGIBILITY REQUIREMENTS AND HAVE BEEN SELECTED AFTER EVALUATION BY THE FOUNDATION'S SCHOLARSHIP COMMITTEE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES, IF ANY. THE FOUNDATION'S OPEN AUDIT PERIODS ARE 2008 THROUGH 2010. IN ACCORDANCE WITH ASC NO. 740-10, "INCOME TAXES" THAT WAS ISSUED AND PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS TAKEN ON ITS TAX RETURN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
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IRS990ScheduleD/IncludedOnFS01
IRS990ScheduleD/OtherLiabilities/Amount010000
IRS990ScheduleD/OtherLiabilities/Description0PLEDGES PAYABLE
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalOfAmounts010000
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant025500
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant19000
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant28000
IRS990ScheduleI/Form990ScheduleIPartIII/MethodOfValuation0BOOK
IRS990ScheduleI/Form990ScheduleIPartIII/MethodOfValuation1BOOK
IRS990ScheduleI/Form990ScheduleIPartIII/MethodOfValuation2BOOK
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients015
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients19
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients24
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0PHI SIGMA DELTA SIGMA EDUCATIONAL FOUNDATION SCHOLARSHIPS - PENNSYLVANIA STATE UNIVERSITY
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant1PHI SIGMA DELTA SIGMA EDUCATIONAL FOUNDATION DEAN'S SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant2PHI SIGMA DELTA SIGMA EDUCATIONAL FOUNDATION SCHOLARSHIPS - OTHER UNIVERSITIES
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: UNDER THE TERMS OF THE AGREEMENT WITH THE PENNSYLVANIA STATE UNIVERSITY, THE UNIVERSITY'S OFFICE OF STUDENT AID IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH REGULATIONS CONCERNING FEDERAL, STATE AND OTHER AID IN ACCORDANCE WITH UNIVERSITY POLICY REGARDING ACADEMIC SCHOLARSHIPS UNDER UNIVERSITY CONTROL.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10208 OLD MAIN
IRS990ScheduleI/RecipientTable/AddressUS/City0UNIVERSITY PARK
IRS990ScheduleI/RecipientTable/AddressUS/State0PA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode016802
IRS990ScheduleI/RecipientTable/AmountOfCashGrant050000
IRS990ScheduleI/RecipientTable/EINOfRecipient0246000376
IRS990ScheduleI/RecipientTable/MethodOfValuation0BOOK
IRS990ScheduleI/RecipientTable/PurposeOfGrant0CREATION OF ENDOWMENT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10THE PENNSYLVANIA STATE UNIVERSITY
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations01
IRS990/ScheduleJRequired00
IRS990ScheduleN/DirectorOfSuccessor200
IRS990ScheduleN/DispositionTable/AddressUS/AddressLine108815 WESLEYAN ROAD
IRS990ScheduleN/DispositionTable/AddressUS/City0INDIANAPOLIS
IRS990ScheduleN/DispositionTable/AddressUS/State0IN
IRS990ScheduleN/DispositionTable/AddressUS/ZIPCode046268
IRS990ScheduleN/DispositionTable/DateOfDistribution02011-10-13
IRS990ScheduleN/DispositionTable/DescriptionOfAsset0FRATERNITY HOUSE AND RELATED IMPROVEMENTS LOCATED IN STATE COLLEGE, PENNSYLVANIA
IRS990ScheduleN/DispositionTable/EIN0371649860
IRS990ScheduleN/DispositionTable/FMVOfAsset01200000
IRS990ScheduleN/DispositionTable/IRCSection0501(C)(3)
IRS990ScheduleN/DispositionTable/MethodOfFMVDetermination0SALES PRICE
IRS990ScheduleN/DispositionTable/NameBusiness/BusinessNameLine10PSNITT HOUSE CORPORATION
IRS990ScheduleN/EmployeeOfSuccessor200
IRS990ScheduleN/OwnerOfSuccessor200
IRS990ScheduleN/ReceiveCompensation200
IRS990ScheduleO/GeneralExplanation/Explanation0EFFECTIVE OCTOBER 13, 2011, THE FOUNDATION AMENDED THEIR BYLAWS. THE SIGNIFICANT CHANGES INCLUDE: (1) REFINEMENT OF THE MISSION STATEMENT; (2) THE INCLUSION OF PENN STATE ALUMNI MEMBERS OF THE ALPHA EPSILON PI PHI SIGMA DELTA SIGMA CHAPTER AS MEMBERS OF THE FOUNDATION; (3) INCREASE IN THE NUMBER OF TRUSTEES FROM 12 TO 15, TWO OF WHICH WILL BE SELECTED BY THE BOARD OF DIRECTORS OF THE ALPHA EPSILON PI FOUNDATION, INC.; (4) REMOVED THE NEED FOR CERTAIN TRANSACTIONS TO BE APPROVED BY THE MEMBERSHIP; AND (5) IMPLEMENTED BOARD APPROVAL FOR PURCHASES EXCEEDING $5,000.

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,711,109
Liabilities
$11,250
Net assets
$1,699,859
Revenue
-
Expenses
$115,827
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.09$2.08$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.14$0.25$0.11$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.15$0.21$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.17$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.06$1.93$0.08$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.06$1.92$0.17$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.06$1.80$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.33$0.06$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.01$1.70$0.12
2012Summary only. Only limited summary data is available for this year.$1.71$0.01$1.70$1.07$0.12$0.95
2011Summary only. Only limited summary data is available for this year.$0.78$0.06$0.72$0.10$0.05$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.16$0.63$0.13$0.05$0.08