Civic Intelligence

Phi Sigma Sigma Inc - Epsilon Alpha Chapter

990EZ • Fiscal year 2024 • EIN 37-1376206

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

1213 Liberty Rd J 335Eldersburg, 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

59th percentile

5.8%

Higher net margin than 59% 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

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

57th percentile

6.6%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Up

$21,053

Up $8,129 (+63%) from 2023

Net Assets

Up

$21,053

Up $8,129 (+63%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$139,378

Up $8,618 (+6.6%) from 2023

Expenses

Up

$131,249

Up $694 (+0.5%) from 2023

Net Income

Up

$8,129

Up $7,924 (+3865%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $47,874Net Assets 2015: $47,8742015Assets 2016: $39,207Net Assets 2016: $39,2072016Assets 2017: $48,511Net Assets 2017: $48,5112017Assets 2018: $51,510Liabilities 2018: $0Net Assets 2018: $51,5102018Assets 2019: $10,517Liabilities 2019: $0Net Assets 2019: $10,5172019Assets 2020: $5,749Liabilities 2020: $0Net Assets 2020: $5,7492020Assets 2021: $6,018Liabilities 2021: $0Net Assets 2021: $6,0182021Assets 2022: $12,719Liabilities 2022: $0Net Assets 2022: $12,7192022Assets 2023: $12,924Liabilities 2023: $0Net Assets 2023: $12,9242023Assets 2024: $21,053Liabilities 2024: $0Net Assets 2024: $21,0532024Assets 2025: $42,450Liabilities 2025: $0Net Assets 2025: $42,4502025

Highlighted filing

2024

Assets$21,053
Liabilities$0
Net Assets$21,053

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $166,332Expenses 2015: $139,257Net Income 2015: $27,0752015Revenue 2016: $170,776Expenses 2016: $178,442Net Income 2016: -$7,6662016Revenue 2017: $191,208Expenses 2017: $185,019Net Income 2017: $6,1892017Revenue 2018: $161,493Expenses 2018: $163,622Net Income 2018: -$2,1292018Revenue 2019: $109,884Expenses 2019: $150,877Net Income 2019: -$40,9932019Revenue 2020: $123,279Expenses 2020: $128,047Net Income 2020: -$4,7682020Revenue 2021: $18,701Expenses 2021: $18,432Net Income 2021: $2692021Revenue 2022: $140,620Expenses 2022: $133,919Net Income 2022: $6,7012022Revenue 2023: $130,760Expenses 2023: $130,555Net Income 2023: $2052023Revenue 2024: $139,378Expenses 2024: $131,249Net Income 2024: $8,1292024Revenue 2025: $196,714Expenses 2025: $175,317Net Income 2025: $21,3972025

Highlighted filing

2024

Revenue$139,378
Expenses$131,249
Net Income$8,129
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$139,378
Mission and Program Overview

Mission

Promote the fellowship of members.

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 107 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABBY WALKERFormer ArchonPT$0--
MICHELLE BEKTEMIROVAFormer Vice ArchonPT$0--
RACHEL ZLOTOWICZFormer BursarPT$0--
BELLA GRECOFormer SecretaryPT$0--
GABBY PAULLOSecretaryPT$0--
GIANNA LO CASCIOArchonPT$0--
SHAYLA DOODYVice ArchonPT$0--
JANET DIMITROVBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma - Epsilon Alpha
EIN
37-1376206
Phone
4107991224
Address
1213 LIBERTY RD J 335, 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: 378.

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

Description: other income. Amount: 14,354.

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

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 14,506.

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

Description: credit card fees. Amount: 3,513. Description: social events. Amount: 35,006. Description: recruitment. Amount: 12,948. Description: administrative expenses. Amount: 6,683. Description: insignia & jewelry. Amount: 3,318. Description: scholarship. Amount: 493. Description: philanthropy. Amount: 1,228. Description: parlor fees. Amount: 53,335. Description: miscellaneous. Amount: 219. Total to form 990-ez, line 16: 116,743.

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

Description: prepaid card funds. Beg. Of year amount: 17. End of year amount: 0.

Raw XML Appendix149 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 RD STE J 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012907
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021053
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt017589
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08129
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt021053
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014506
IRS990EZ/GrossReceiptsAmt0139378
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/InvestmentIncomeAmt0378
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt067527
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012924
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021053
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012924
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021053
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/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ABBY WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE BEKTEMIROVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL ZLOTOWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BELLA GRECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GABBY PAULLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GIANNA LO CASCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHAYLA DOODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANET DIMITROV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0116743
IRS990EZ/OtherRevenueTotalAmt014354
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt039530
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 107 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0131249
IRS990EZ/TotalRevenueAmt0139378
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 14,354.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 14,506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD FEES. AMOUNT: 3,513. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 35,006. DESCRIPTION: RECRUITMENT. AMOUNT: 12,948. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 6,683. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 3,318. DESCRIPTION: SCHOLARSHIP. AMOUNT: 493. DESCRIPTION: PHILANTHROPY. AMOUNT: 1,228. DESCRIPTION: PARLOR FEES. AMOUNT: 53,335. DESCRIPTION: MISCELLANEOUS. AMOUNT: 219. TOTAL TO FORM 990-EZ, LINE 16: 116,743.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 17. END OF YEAR AMOUNT: 0.
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 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/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 - EPSILON ALPHA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0371376206
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY RD J 335
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/ReturnTs02024-11-11T08:54:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings