Civic Intelligence

Phi Sigma Sigma

990EZ • Fiscal year 2017 • EIN 23-7079764

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 20, 2017

8178 Lark Brown RoadElkridge, MD 21075-6426

(410) 799-1224

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$107,909

Up $26,565 (+33%) from 2016

Net Assets

Up

$107,909

Up $26,565 (+33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$82,708

Down $17,404 (-17%) from 2016

Expenses

Down

$72,226

Down $8,511 (-11%) from 2016

Net Income

Down

$10,482

Down $8,893 (-46%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $64,027Net Assets 2015: $64,0272015Assets 2016: $81,344Net Assets 2016: $81,3442016Assets 2017: $107,909Net Assets 2017: $107,9092017Assets 2018: $121,283Liabilities 2018: $0Net Assets 2018: $121,2832018Assets 2019: $125,364Liabilities 2019: $0Net Assets 2019: $125,3642019Assets 2023: $16,998Liabilities 2023: $0Net Assets 2023: $16,9982023Assets 2024: $26,919Liabilities 2024: $0Net Assets 2024: $26,9192024Assets 2025: $49,091Liabilities 2025: $0Net Assets 2025: $49,0912025

Highlighted filing

2017

Assets$107,909
Liabilities-
Net Assets$107,909

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $88,532Expenses 2015: $74,135Net Income 2015: $14,3972015Revenue 2016: $100,112Expenses 2016: $80,737Net Income 2016: $19,3752016Revenue 2017: $82,708Expenses 2017: $72,226Net Income 2017: $10,4822017Revenue 2018: $53,935Expenses 2018: $49,752Net Income 2018: $4,1832018Revenue 2019: $39,920Expenses 2019: $36,557Net Income 2019: $3,3632019Revenue 2023: $55,629Expenses 2023: $62,030Net Income 2023: -$6,4012023Revenue 2024: $65,082Expenses 2024: $55,875Net Income 2024: $9,2072024Revenue 2025: $71,628Expenses 2025: $49,456Net Income 2025: $22,1722025

Highlighted filing

2017

Revenue$82,708
Expenses$72,226
Net Income$10,482
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$82,708
Mission and Program Overview

Mission

N/A for 501(c)(7) organizations.

Promote the fellowship of members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 108 MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNA MONIDArchonPT$0--
JENNY FRETTABursarPT$0--
SAMANTHA KOSKEVice ArchonPT$0--
OLIVIA ESPORRINScribePT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Beta Rho Chapter
EIN
23-7079764
Phone
4107991224
Address
8178 LARK BROWN ROAD, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2017-10-20
Discuss with paid preparer
Yes

Preparer

Firm
John Zimitski CPA
Address
527 S 27TH ST, PHILADELPHIA, PA 19146-1012
Preparer
John Zimitski
Phone
2154988427
Supplemental Narrative

Additional Explanations

Other

See attached supplemental schedule

Form 990EZ, Part I, Line 16

BANK CHARGES 2093.

Form 990EZ, Part I, Line 16

INVESTMENT FEES 571.

Form 990EZ, Part I, Line 20

Unrealized gain on chapter reserve account 7222.

Form 990EZ, Part I, Line 20

Transfer to chapter reserve account 8861.

Form 990EZ, Part II, Line 24

Chapter reserve account 68268. 85218.

Raw XML Appendix129 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/BenefitsPaidToOrForMembersAmt066581
IRS990EZ/BooksInCareOfDetail/PersonNm0WENDY LAU
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08178 LARK BROWN ROAD STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0210756426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013076
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01235
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081344
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107909
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082708
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01438
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt081270
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107909
IRS990EZ/OccupancyRentUtltsAndMaintAmt01695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNA MONID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY FRETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA KOSKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3OLIVIA ESPORRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCRIBE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt068268
IRS990EZ/OtherAssetsTotalDetail/EOYAmt085218
IRS990EZ/OtherChangesInNetAssetsAmt016083
IRS990EZ/OtherExpensesTotalAmt02664
IRS990EZ/PrimaryExemptPurposeTxt0Promote the fellowship of members.
IRS990EZ/PrintingPublicationsPostageAmt051
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 108 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072226
IRS990EZ/TotalRevenueAmt082708
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SUPPLEMENTAL SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 2093.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON CHAPTER RESERVE ACCOUNT 7222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER TO CHAPTER RESERVE ACCOUNT 8861.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER RESERVE ACCOUNT 68268. 85218.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - BETA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0237079764
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.81.122.87
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:14:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN ZIMITSKI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 S 27TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191461012
ReturnHeader/PreparerPersonGrp/PhoneNum02154988427
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ZIMITSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T14:14:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings