Civic Intelligence

Phi Sigma Sigma Inc - Iota XI Chapter

990EZ • Fiscal year 2016 • EIN 27-3450657

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 01, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

54th percentile

4.3%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

35%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-7.0%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$20,281

Up $5,241 (+35%) from 2015

Net Assets

Up

$20,281

Up $5,241 (+35%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$130,207

Down $9,774 (-7.0%) from 2015

Expenses

Down

$124,616

Down $16,376 (-12%) from 2015

Net Income

Up

$5,591

Up $6,602 (+653%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $15,040Net Assets 2015: $15,0402015Assets 2016: $20,281Net Assets 2016: $20,2812016Assets 2017: $48,883Net Assets 2017: $48,8832017Assets 2018: $55,617Liabilities 2018: $0Net Assets 2018: $55,6172018Assets 2019: $39,734Liabilities 2019: $0Net Assets 2019: $39,7342019Assets 2020: $56,919Liabilities 2020: $0Net Assets 2020: $56,9192020Assets 2021: $44,742Liabilities 2021: $0Net Assets 2021: $44,7422021

Highlighted filing

2016

Assets$20,281
Liabilities-
Net Assets$20,281

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $139,981Expenses 2015: $140,992Net Income 2015: -$1,0112015Revenue 2016: $130,207Expenses 2016: $124,616Net Income 2016: $5,5912016Revenue 2017: $129,934Expenses 2017: $107,894Net Income 2017: $22,0402017Revenue 2018: $106,621Expenses 2018: $99,899Net Income 2018: $6,7222018Revenue 2019: $83,759Expenses 2019: $99,753Net Income 2019: -$15,9942019Revenue 2020: $62,169Expenses 2020: $45,507Net Income 2020: $16,6622020Revenue 2021: $7,476Expenses 2021: $22,750Net Income 2021: -$15,2742021

Highlighted filing

2016

Revenue$130,207
Expenses$124,616
Net Income$5,591
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 1, 2016
Return Version
2015v2.1
Gross Receipts
$130,207
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 112 MEMBERS.-$114,361
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN DODDArchonPT$0--
ALEXANDRA LOPEZBursarPT$0--
GABRIELLE HINGLEYVice ArchonPT$0--
MIRANDA BURKEScribePT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Iota Xi Chapter
EIN
27-3450657
Phone
4107991224
Address
8178 LARK BROWN ROAD, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Gva, Finance
Phone
4107991224
Signed
2016-10-01
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 10

General spport; general support; phi sigma sigma foundation inc: 8178 lark brown rd, ste 202, elkrid

Form 990EZ, Part I, Line 16

BANK CHARGES 3600.

Form 990EZ, Part I, Line 16

INVESTMENT FEES 60.

Form 990EZ, Part I, Line 20

Unrealized loss on chapter reserve account -350.

Form 990EZ, Part II, Line 24

Chapter reserve account 9751. 11712.

Raw XML Appendix124 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt0114361
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/BOYAmt05289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08569
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05591
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0410
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015040
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020281
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02255
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0130207
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0330
IRS990EZ/InvestmentIncomeAmt0256
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0129951
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020281
IRS990EZ/OccupancyRentUtltsAndMaintAmt03848
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN DODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEXANDRA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GABRIELLE HINGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIRANDA BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCRIBE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09751
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011712
IRS990EZ/OtherChangesInNetAssetsAmt0-350
IRS990EZ/OtherExpensesTotalAmt03660
IRS990EZ/PrimaryExemptPurposeTxt0Promote the fellowship of its members.
IRS990EZ/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 112 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0114361
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124616
IRS990EZ/TotalProgramServiceExpensesAmt0114361
IRS990EZ/TotalRevenueAmt0130207
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SUPPLEMENTAL SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL SPPORT; GENERAL SUPPORT; PHI SIGMA SIGMA FOUNDATION INC: 8178 LARK BROWN RD, STE 202, ELKRID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 3600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSS ON CHAPTER RESERVE ACCOUNT -350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER RESERVE ACCOUNT 9751. 11712.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
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/PersonTitleTxt0GVA, FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - IOTA XI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0273450657
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
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/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ZIMITSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T07:03:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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