Civic Intelligence

Phi Sigma Sigma Inc - Iota Rho Chapter

990EZ • Fiscal year 2023 • EIN 37-1768693

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

Organization ProfileN/A
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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

5.5%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$33,163

Up $1,716 (+5.5%) from 2022

Net Assets

Up

$33,163

Up $1,716 (+5.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin46th percentile

Revenue

Down

$97,511

Down $20,422 (-17%) from 2022

Expenses

Down

$96,319

Down $14,013 (-13%) from 2022

Net Income

Down

$1,192

Down $6,409 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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: $0Net Assets 2023: $33,1632023Assets 2024: $37,777Liabilities 2024: $02024Assets 2025: $38,854Liabilities 2025: $0Net Assets 2025: $38,8542025

Highlighted filing

2023

Assets$33,163
Liabilities$0
Net Assets$33,163
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

2023

Revenue$97,511
Expenses$96,319
Net Income$1,192
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$97,511
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 84 MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL HORNIGFormer ArchonPT$0--
KEEGAN GALLAGHERFormer Vice ArchonPT$0--
JULIANNA COLONTONIOFormer BursarPT$0--
CAROLINE KOMINICKScribePT$0--
KATE COSTANTINOFormer ScribePT$0--
KATELEI CLARKArchonPT$0--
STEPHANIE MASAPOLLOVice ArchonPT$0--
SICILY GARDINERBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Iota Rho Chapter
EIN
37-1768693
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-01-30
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: 230.”

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

“Description: credit card fees. Amount: 2,887. Description: social events. Amount: 67,509. Description: recruitment. Amount: 14,267. Description: administrative expenses. Amount: 548. Description: insignia & jewelry. Amount: 10,645. Description: miscellaneous. Amount: 351. Description: philanthropy. Amount: 112. Total to form 990-ez, line 16: 96,319.”

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

“Description: unrealized gain/loss. Amount: 524.”

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

“Description: prepaid card funds. Beg. Of year amount: 49. 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/BOYAmt031398
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033163
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt024585
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01192
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033163
IRS990EZ/GrossReceiptsAmt097511
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0230
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt072696
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033163
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033163
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
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL HORNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEEGAN GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIANNA COLONTONIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLINE KOMINICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE COSTANTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATELEI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE MASAPOLLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SICILY GARDINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt049
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0524
IRS990EZ/OtherExpensesTotalAmt096319
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 84 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt096319
IRS990EZ/TotalRevenueAmt097511
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,887. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 67,509. DESCRIPTION: RECRUITMENT. AMOUNT: 14,267. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 548. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 10,645. DESCRIPTION: MISCELLANEOUS. AMOUNT: 351. DESCRIPTION: PHILANTHROPY. AMOUNT: 112. TOTAL TO FORM 990-EZ, LINE 16: 96,319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 49. 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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - IOTA RHO CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0371768693
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/ReturnTs02024-01-30T15:12:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,163
Liabilities
$0
Net assets
$33,163
Revenue
$97,511
Expenses
$96,319
Net income
$1,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.18$1.16$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$1.03$0.99$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.98$0.96$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.18$1.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.11$0.41$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.84$0.52$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.34$1.21$0.14
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.09$0.00$0.09$0.98$1.03$0.05
2017Summary only. Only limited summary data is available for this year.$0.14$0.00$1.15$1.17$0.02