Civic Intelligence

Phi Sigma Sigma

990EZ • Fiscal year 2018 • EIN 23-7079764

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 12, 2018

8178 Lark Brown Road No 202Elkridge, MD 21075-6426

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

64th percentile

7.8%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$121,283

Up $13,374 (+12%) from 2017

Net Assets

Up

$121,283

Up $13,374 (+12%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$53,935

Down $28,773 (-35%) from 2017

Expenses

Down

$49,752

Down $22,474 (-31%) from 2017

Net Income

Down

$4,183

Down $6,299 (-60%) from 2017

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

2018

Assets$121,283
Liabilities$0
Net Assets$121,283

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

2018

Revenue$53,935
Expenses$49,752
Net Income$4,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 12, 2018
Return Version
2017v2.3
Gross Receipts
$53,935
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.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NOEL SMOGARDScribePT$0--
JENNA MONIDFormer ArchonPT$0--
OLIVIA ESPORRINFormer ScribePT$0--
LIZ O'CONNORArchonPT$0--
MONICA KEILSOHNVice ArchonPT$0--
JENNY FRETTABursarPT$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 NO 202, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2018-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 9,095.

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

Description: other income . Amount: 3,612.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 8178 lark brown road, ste 202 elkridge, md 21075-6426. Date of gift: 06/30/18. Amount given: 3,856.

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

Description: cra hq fees/expenses . Amount: 716. Description: miscellaneous . Amount: 7,643. Description: credit card fees . Amount: 1,819. Description: social events . Amount: 18,179. Description: recruitment . Amount: 9,427. Description: fraternity dues & fees . Amount: 1,529. Description: parlor fees . Amount: 3,661. Description: philanthropy . Amount: 274. Description: scholarship program . Amount: 527. Description: insignia & jewelry. Amount: 2,121. Total to form 990-ez, line 16: 45,896.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: restatement of prior period cash balance. Amount: 9,109. Description: unrealized gain/loss . Amount: 82. Total to form 990-ez, line 20: 9,191.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid card funds . Beg. Of year amount: 0. End of year amount: 461.

Raw XML Appendix145 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/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/BOYAmt0107909
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120822
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03306
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04183
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121283
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03856
IRS990EZ/GrossReceiptsAmt053935
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09095
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt035075
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121283
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0121283
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NOEL SMOGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNA MONID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OLIVIA ESPORRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZ O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MONICA KEILSOHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNY FRETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0461
IRS990EZ/OtherChangesInNetAssetsAmt09191
IRS990EZ/OtherExpensesTotalAmt045896
IRS990EZ/OtherRevenueTotalAmt03612
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt02847
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 108 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt049752
IRS990EZ/TotalRevenueAmt053935
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 9,095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME . AMOUNT: 3,612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 8178 LARK BROWN ROAD, STE 202 ELKRIDGE, MD 21075-6426. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 3,856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CRA HQ FEES/EXPENSES . AMOUNT: 716. DESCRIPTION: MISCELLANEOUS . AMOUNT: 7,643. DESCRIPTION: CREDIT CARD FEES . AMOUNT: 1,819. DESCRIPTION: SOCIAL EVENTS . AMOUNT: 18,179. DESCRIPTION: RECRUITMENT . AMOUNT: 9,427. DESCRIPTION: FRATERNITY DUES & FEES . AMOUNT: 1,529. DESCRIPTION: PARLOR FEES . AMOUNT: 3,661. DESCRIPTION: PHILANTHROPY . AMOUNT: 274. DESCRIPTION: SCHOLARSHIP PROGRAM . AMOUNT: 527. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 2,121. TOTAL TO FORM 990-EZ, LINE 16: 45,896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: RESTATEMENT OF PRIOR PERIOD CASH BALANCE. AMOUNT: 9,109. DESCRIPTION: UNREALIZED GAIN/LOSS . AMOUNT: 82. TOTAL TO FORM 990-EZ, LINE 20: 9,191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PREPAID CARD FUNDS . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 461.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-12
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 NO 202
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0976E1D68BD883E0ED846D11F89548F3E54138385
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00BC5A775CC5A2F33638190A4616E3BDB06701072
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:28:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06840 EAGLE HIGHLANDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046254
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBEKAH PAYNE CPA
ReturnHeader/ReturnTs02018-10-31T11:45:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings