Civic Intelligence

Zeta of Phi Rho Sigma Fraternity

990 • Fiscal year 2017 • EIN 38-0925895

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 05, 2017

PO Box 3205Ann Arbor, MI 48106

(734) 645-1488

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.27x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.5%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

9.0%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-0.7%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,143

Up $3,394 (+9.0%) from 2016

Net Assets

Up

$30,143

Up $3,394 (+13%) from 2016

Liabilities

Flat

$11,000

Flat from 2016

Revenue

Down

$228,203

Down $1,513 (-0.7%) from 2016

Expenses

Down

$224,809

Down $2,954 (-1.3%) from 2016

Net Income

Up

$3,394

Up $1,441 (+74%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2011: $43,719Liabilities 2011: $22,547Net Assets 2011: $21,1722011Assets 2012: $49,015Liabilities 2012: $22,557Net Assets 2012: $26,4582012Assets 2013: $25,436Liabilities 2013: $21,966Net Assets 2013: $3,4702013Assets 2014: $30,803Liabilities 2014: $11,000Net Assets 2014: $19,8032014Assets 2015: $35,796Liabilities 2015: $11,000Net Assets 2015: $24,7962015Assets 2016: $37,749Liabilities 2016: $11,000Net Assets 2016: $26,7492016Assets 2017: $41,143Liabilities 2017: $11,000Net Assets 2017: $30,1432017Assets 2018: $46,940Liabilities 2018: $11,000Net Assets 2018: $35,9402018Assets 2019: $47,075Liabilities 2019: $11,000Net Assets 2019: $36,0752019Assets 2020: $62,346Liabilities 2020: $11,000Net Assets 2020: $51,3462020Assets 2021: $35,257Liabilities 2021: $1,064Net Assets 2021: $34,1932021Assets 2022: $39,657Liabilities 2022: $38,814Net Assets 2022: $8432022Assets 2023: $24,119Liabilities 2023: $47,492Net Assets 2023: -$23,3732023Assets 2024: $23,184Liabilities 2024: $60,899Net Assets 2024: -$37,7152024Assets 2025: $23,165Liabilities 2025: $60,899Net Assets 2025: -$37,7342025

Highlighted filing

2017

Assets$41,143
Liabilities$11,000
Net Assets$30,143

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $191,065Expenses 2011: $190,097Net Income 2011: $9682011Revenue 2012: $195,763Expenses 2012: $190,476Net Income 2012: $5,2872012Revenue 2013: $204,602Expenses 2013: $227,590Net Income 2013: -$22,9882013Revenue 2014: $222,914Expenses 2014: $205,891Net Income 2014: $17,0232014Revenue 2015: $215,112Expenses 2015: $210,119Net Income 2015: $4,9932015Revenue 2016: $229,716Expenses 2016: $227,763Net Income 2016: $1,9532016Revenue 2017: $228,203Expenses 2017: $224,809Net Income 2017: $3,3942017Revenue 2018: $250,240Expenses 2018: $244,443Net Income 2018: $5,7972018Revenue 2019: $262,416Expenses 2019: $262,281Net Income 2019: $1352019Revenue 2020: $263,717Expenses 2020: $248,446Net Income 2020: $15,2712020Revenue 2021: $262,897Expenses 2021: $292,695Net Income 2021: -$29,7982021Revenue 2022: $271,219Expenses 2022: $304,569Net Income 2022: -$33,3502022Revenue 2023: $276,520Expenses 2023: $300,736Net Income 2023: -$24,2162023Revenue 2024: $317,134Expenses 2024: $323,632Net Income 2024: -$6,4982024Revenue 2025: $311,440Expenses 2025: $313,222Net Income 2025: -$1,7822025

Highlighted filing

2017

Revenue$228,203
Expenses$224,809
Net Income$3,394
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 5, 2017
Return Version
2016v3.0
Gross Receipts
$228,203
Mission and Program Overview

Mission

Maintain the phi rho sigma chapter house to provide communal living fopr medical studetns at the university of michigan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$39,395$42,789▲ $3,394
Accounts Receivable$-1,646$-1,646→ $0
Total Assets$37,749$41,143▲ $3,394
Liabilities
Other Liabilities$11,000$11,000→ $0
Total Liabilities$11,000$11,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$26,749$30,143▲ $3,394
Total Net Assets Fund Balance$26,749$30,143▲ $3,394
Total Liabilities and Net Assets / Fund Balance$37,749$41,143▲ $3,394

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,060$1,060
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristen KolbergPresident
Shirley YangTreasurer
Hilary IskinVice Presid
Revenue and Support

Revenue Composition

Contributions and Grants
$369
Program Service Revenue
$227,768
Investment Income
$66
Other Revenue
$0
All Other Contributions
$369
Change in Net Assets
$3,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,298
Salaries, Compensation, and Employee Benefits$39,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$62,400
Other Salaries and Wages---$33,062
Other Expenses---$11,426
All Other Expenses---$10,832
Other Employee Benefits---$6,449
Fees for Services Other---$3,532
Fees for Services Accounting---$450
Total Functional Expenses$0$0$0$224,809
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$11,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Zeta of Phi Rho Sigma Fraternity
EIN
38-0925895
Address
PO BOX 3205, ANN ARBOR, MI 48106

Signing Officer

Name
Hilary Iskin
Title
Vice President
Signed
2017-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hilary Iskin
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Michael B Lisull CPA
Address
411 ORCHARD HILLS DR, ANN ARBOR, MI 48104
Preparer
Michael B Lisull
Phone
7349941049
Raw XML Appendix244 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.

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IRS990/AllOtherExpensesGrp/TotalAmt010832
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0228203
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt066
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01060
IRS990/LandBldgEquipCostOrOtherBssAmt01060
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MAINTAIN THE PHI RHO SIGMA CHAPTER HOUSE TO PROVIDE COMMUNAL LIVING FOPR MEDICAL STUDETNS AT THE UNIVERSITY OF MICHIGAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt026749
IRS990/NetAssetsOrFundBalancesEOYAmt030143
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt062400
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06449
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1MAINTENANCE & REPAIRS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3CMI FEE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt052722
IRS990/OtherExpensesGrp/TotalAmt123712
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IRS990/OtherExpensesGrp/TotalAmt311426
IRS990/OtherLiabilitiesGrp/BOYAmt011000
IRS990/OtherLiabilitiesGrp/EOYAmt011000
IRS990/OtherSalariesAndWagesGrp/TotalAmt033062
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HILARY ISKIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CAMPUS MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc2PARKING INCOME
IRS990/ProgramServiceRevenueGrp/Desc3SOCIAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc4OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0207566
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01500
IRS990/PYInvestmentIncomeAmt065
IRS990/PYOtherExpensesAmt0191003
IRS990/PYProgramServiceRevenueAmt0228151
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IRS990/PYTotalRevenueAmt0229716
IRS990/ReconcilationRevenueExpnssAmt03394
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01060
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/TotalLiabilityAmt011000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalContributionsAmt0369
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-21T08:40:41-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.61$0.38$3.11$3.13$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.61$0.38$3.17$3.24$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.47$0.23$2.77$3.01$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.39$0.01$2.71$3.05$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.01$0.34$2.63$2.93$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.11$0.51$2.64$2.48$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.11$0.36$2.62$2.62$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.11$0.36$2.50$2.44$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.11$0.30$2.28$2.25$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.11$0.27$2.30$2.28$0.02
2015Summary only. Only limited summary data is available for this year.$0.36$0.11$0.25$2.15$2.10$0.05
2014Summary only. Only limited summary data is available for this year.$0.31$0.11$0.20$2.23$2.06$0.17
2013Summary only. Only limited summary data is available for this year.$0.25$0.22$0.03$2.05$2.28$0.23
2012Summary only. Only limited summary data is available for this year.$0.49$0.23$0.26$1.96$1.90$0.05
2011Summary only. Only limited summary data is available for this year.$0.44$0.23$0.21$1.91$1.90$0.01