Civic Intelligence

Phi Sigma Sigma Inc - Iota Rho Chapter

990EZ • Fiscal year 2018 • EIN 37-1768693

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 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

28th percentile

-4.9%

Higher net margin than 28% 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

8th percentile

-36%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$8,760

Down $4,827 (-36%) from 2017

Net Assets

$8,760

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$97,924

Down $17,574 (-15%) from 2017

Expenses

Down

$102,757

Down $14,532 (-12%) from 2017

Net Income

Down

-$4,833

Down $3,042 (-170%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $13,587Liabilities 2017: $02017Assets 2018: $8,760Liabilities 2018: $0Net Assets 2018: $8,7602018Assets 2019: $22,547Liabilities 2019: $0Net Assets 2019: $22,5472019Assets 2020: $54,882Liabilities 2020: $0Net Assets 2020: $54,8822020Assets 2021: $26,955Liabilities 2021: $0Net Assets 2021: $26,9552021Assets 2022: $31,447Liabilities 2022: $0Net Assets 2022: $31,4472022Assets 2023: $33,163Liabilities 2023: $02023Assets 2024: $37,777Liabilities 2024: $02024Assets 2025: $38,854Liabilities 2025: $0Net Assets 2025: $38,8542025

Highlighted filing

2018

Assets$8,760
Liabilities$0
Net Assets$8,760

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $115,498Expenses 2017: $117,289Net Income 2017: -$1,7912017Revenue 2018: $97,924Expenses 2018: $102,757Net Income 2018: -$4,8332018Revenue 2019: $134,466Expenses 2019: $120,740Net Income 2019: $13,7262019Revenue 2020: $84,332Expenses 2020: $52,377Net Income 2020: $31,9552020Revenue 2021: $11,116Expenses 2021: $40,931Net Income 2021: -$29,8152021Revenue 2022: $117,933Expenses 2022: $110,332Net Income 2022: $7,6012022Revenue 2023: $97,511Expenses 2023: $96,319Net Income 2023: $1,1922023Revenue 2024: $102,601Expenses 2024: $99,287Net Income 2024: $3,3142024Revenue 2025: $117,510Expenses 2025: $116,433Net Income 2025: $1,0772025

Highlighted filing

2018

Revenue$97,924
Expenses$102,757
Net Income-$4,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$97,924
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 139 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORINNE MERLINOScribePT$0--
JOSIE COVELLOFormer ArchonPT$0--
KIERSTEN NICEFormer Vice ArchonPT$0--
EMILY ANTNERFormer BursarPT$0--
JESSICA KERNSFormer ScribePT$0--
MADDIE POCHETTINOArchonPT$0--
ALYSSA GARDNERVice ArchonPT$0--
BRIANNA LUKASIEWICZBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Iota Rho Chapter
EIN
37-1768693
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
2018-10-16
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: 659.

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

Description: other income . Amount: 1,788. Description: jewelry sales. Amount: 3,216. Total to form 990-ez, line 8: 5,004.

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: 6,399.

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

Description: cra hq fees/expenses . Amount: 52. Description: miscellaneous . Amount: 36. Description: credit card fees . Amount: 2,954. Description: social events . Amount: 42,534. Description: recruitment . Amount: 23,060. Description: fraternity dues & fees . Amount: 2,457. Description: administrative expenses . Amount: 320. Description: philanthropy . Amount: 6,613. Description: insignia & jewelry. Amount: 18,332. Total to form 990-ez, line 16: 96,358.

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

Description: unrealized gain/loss. Amount: 6.

Raw XML Appendix152 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/BOYAmt013587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08760
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IRS990EZ/ContributionsGiftsGrantsEtcAmt010091
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4833
IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt06399
IRS990EZ/GrossReceiptsAmt097924
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt081615
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08760
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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/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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORINNE MERLINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSIE COVELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIERSTEN NICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY ANTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA KERNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MADDIE POCHETTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALYSSA GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIANNA LUKASIEWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt06
IRS990EZ/OtherExpensesTotalAmt096358
IRS990EZ/OtherRevenueTotalAmt05004
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0555
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 139 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0102757
IRS990EZ/TotalRevenueAmt097924
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME . AMOUNT: 659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME . AMOUNT: 1,788. DESCRIPTION: JEWELRY SALES. AMOUNT: 3,216. TOTAL TO FORM 990-EZ, LINE 8: 5,004.
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: 6,399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CRA HQ FEES/EXPENSES . AMOUNT: 52. DESCRIPTION: MISCELLANEOUS . AMOUNT: 36. DESCRIPTION: CREDIT CARD FEES . AMOUNT: 2,954. DESCRIPTION: SOCIAL EVENTS . AMOUNT: 42,534. DESCRIPTION: RECRUITMENT . AMOUNT: 23,060. DESCRIPTION: FRATERNITY DUES & FEES . AMOUNT: 2,457. DESCRIPTION: ADMINISTRATIVE EXPENSES . AMOUNT: 320. DESCRIPTION: PHILANTHROPY . AMOUNT: 6,613. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 18,332. TOTAL TO FORM 990-EZ, LINE 16: 96,358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 6.
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
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - IOTA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0371768693
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/AtSubmissionFilingDeviceId067D4DD16290E2196A5DBD814D6B1ECEFDB794A30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm021:27:08
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/ReturnTs02018-10-31T11:42:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)7 • <$500k nonprofits