Civic Intelligence

Phi Sigma Sigma

990EZ • Fiscal year 2024 • EIN 23-7079764

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

1213 Liberty Road J335Eldersburg, MD 21784

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$26,919

Up $9,921 (+58%) from 2023

Net Assets

Up

$26,919

Up $9,921 (+58%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$65,082

Up $9,453 (+17%) from 2023

Expenses

Down

$55,875

Down $6,155 (-9.9%) from 2023

Net Income

Up

$9,207

Up $15,608 (+244%) from 2023

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

2024

Assets$26,919
Liabilities$0
Net Assets$26,919

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

2024

Revenue$65,082
Expenses$55,875
Net Income$9,207
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$65,082
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 75 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALANNAH TAYLORSecretaryPT$0--
JULIN SIVRIEVFormer ArchonPT$0--
HANNAH MORRISFormer SecretaryPT$0--
GRACE ROBIDOUXFormer Vice ArchonPT$0--
KASIA BUNOFSKYFormer BursarPT$0--
MARIA AVERSAFormer SecretaryPT$0--
SARAH MENDELSONArchonPT$0--
MARIA AVERSAVice ArchonPT$0--
BRENNA COMEAUBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Beta Rho Chapter
EIN
23-7079764
Phone
4107991224
Address
1213 LIBERTY ROAD J335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
9229 DELEGATES ROW STE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

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

Description: investment income. Amount: 970.

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

Description: miscellaneous income. Amount: 22.

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

Description: credit card fees. Amount: 2,369. Description: social events. Amount: 28,453. Description: recruitment. Amount: 6,075. Description: parlor fees. Amount: 192. Description: philanthropy. Amount: 313. Description: insignia & jewelry. Amount: 13,431. Description: administration expenses. Amount: 4,701. Description: miscellaneous expense. Amount: 126. Description: cra hq fees/expenses. Amount: 1. Description: scholarship program. Amount: 214. Total to form 990-ez, line 16: 55,875.

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

Description: unrealized gain/loss. Amount: 714.

Raw XML Appendix148 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/PersonNm0JENNY BERNARD
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01213 LIBERTY ROAD J335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026919
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09207
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026919
IRS990EZ/GrossReceiptsAmt065082
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0970
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt064077
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026919
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026919
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/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALANNAH TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIN SIVRIEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HANNAH MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRACE ROBIDOUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KASIA BUNOFSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA AVERSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH MENDELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARIA AVERSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRENNA COMEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0714
IRS990EZ/OtherExpensesTotalAmt055875
IRS990EZ/OtherRevenueTotalAmt022
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt013
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 75 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055875
IRS990EZ/TotalRevenueAmt065082
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 970.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,369. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 28,453. DESCRIPTION: RECRUITMENT. AMOUNT: 6,075. DESCRIPTION: PARLOR FEES. AMOUNT: 192. DESCRIPTION: PHILANTHROPY. AMOUNT: 313. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 13,431. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 4,701. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 126. DESCRIPTION: CRA HQ FEES/EXPENSES. AMOUNT: 1. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 214. TOTAL TO FORM 990-EZ, LINE 16: 55,875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 714.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - BETA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0237079764
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY ROAD J335
ReturnHeader/Filer/USAddress/CityNm0ELDERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-11-11T08:58:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings