Civic Intelligence

Sigma Chapter of Phi Sigma Delta Educational Foundation

990 • Fiscal year 2013 • EIN 23-1709257

Apr 01, 2012 to Mar 31, 2013 • Filed on Feb 13, 2014

Organization ProfileN/A
1423 North Atherton Street16803
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,813,211

Up $102,102 (+6.0%) from 2012

Net Assets

Up

$1,813,211

Up $113,352 (+6.7%) from 2012

Liabilities

Down

$0

Down $11,250 (-100%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$75,527

Down $40,300 (-35%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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 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

2013

Assets$1,813,211
Liabilities$0
Net Assets$1,813,211
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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: $47,0282011Revenue 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

2013

Revenue-
Expenses$75,527
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Feb 13, 2014
Return Version
2012v2.1
Gross Receipts
$1,451,988
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 446 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.

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE 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/Form990ScheduleDPartXIII/Explanation1THE 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 2009 THROUGH 2011. 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.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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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/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE PENN STATE ALUMNI MEMBERS OF SIGMA CHAPTER PHI SIGMA DELTA FRATERNITY, PHI SIGMA DELTA SIGMA FRATERNITY, AND ALPHA EPSILON PI PHI SIGMA DELTA CHAPTER (COMMENCED THE FALL 2011 SEMESTER) WHO ARE IN GOOD STANDING SHALL BE MEMBERS OF THE FOUNDATION. IN ADDITION, THE TWO MEMBERS SELECTED BY THE BOARD OF DIRECTORS OF THE ALPHA EPSILON PI FOUNDATION, INC. ARE DEEMED MEMBERS OF THE FOUNDATION. ALL MEMBERS ARE ENTITLED TO ONE VOTE BY BEING PRESENT AT A MEETING OR PROXY AUTHORIZED IN WRITING.
IRS990ScheduleO/GeneralExplanation/Explanation1THE PENN STATE ALUMNI MEMBERS OF SIGMA CHAPTER PHI SIGMA DELTA FRATERNITY, PHI SIGMA DELTA SIGMA FRATERNITY, AND ALPHA EPSILON PI PHI SIGMA DELTA CHAPTER (COMMENCED THE FALL 2011 SEMESTER) WHO ARE IN GOOD STANDING SHALL BE MEMBERS OF THE FOUNDATION. IN ADDITION, THE TWO MEMBERS SELECTED BY THE BOARD OF DIRECTORS OF THE ALPHA EPSILON PI FOUNDATION, INC. ARE DEEMED MEMBERS OF THE FOUNDATION. ALL MEMBERS ARE ENTITLED TO ONE VOTE BY BEING PRESENT AT A MEETING OR PROXY AUTHORIZED IN WRITING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FOUNDATION DOES NOT DELEGATE AUTHORITY TO ANY COMMITTEE. THEREFORE, THIS QUESTION IS NOT APPLICABLE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER OF THE FOUNDATION PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FINAL FORM 990, AS FILED WITH THE INTERNAL REVENUE SERVICE, IS MADE AVAILABLE TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation4WHEN A WRITTEN REQUEST IS RECEIVED FOR PUBLIC INSPECTION OF GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND/OR THE FORM 990, THE BOARD OF TRUSTEES WILL EVALUATE THE FACTS AND CIRCUMSTANCES SPECIFIC TO THE INDIVIDUAL REQUEST TO DETERMINE IF THE REQUEST WILL BE GRANTED.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0PA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101423 N ATHERTON ST
IRS990/TheBooksAreInCareOf/AddressUS/City0STATE COLLEGE
IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode016803
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10SF & COMPANY
IRS990/TheBooksAreInCareOf/TelephoneNumber08142388474
IRS990/TotalAssets/BOY01711109
IRS990/TotalAssetsBOY01711109
IRS990/TotalAssets/EOY01813211
IRS990/TotalAssetsEOY01813211
IRS990/TotalCompGT150K00
IRS990/TotalContributions0700
IRS990/TotalExpensesCurrentYear075527
IRS990/TotalExpensesPriorYear0115827
IRS990/TotalFunctionalExpenses/Fundraising01874
IRS990/TotalFunctionalExpenses/ManagementAndGeneral033153
IRS990/TotalFunctionalExpenses/ProgramServices040500
IRS990/TotalFunctionalExpenses/Total075527
IRS990/TotalFundrsngExpCurrentYear01874
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY011250
IRS990/TotalLiabilitiesBOY011250
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01711109
IRS990/TotalLiabNetAssetsFundBalances/EOY01813211
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01699859
IRS990/TotalNetAssetsFundBalances/EOY01813211
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense040500

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,813,211
Liabilities
$0
Net assets
$1,813,211
Revenue
-
Expenses
$75,527
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
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