Civic Intelligence

Sigma Phi Lambda Inc Phi Chapter

990EZ • Fiscal year 2016 • EIN 45-0542070

Jun 01, 2015 to May 31, 2016 • Filed on Nov 25, 2016

Organization ProfileWWW.OSUPHILAMB.COM
14213 Sugar Hill DrLittle Elm, TX 75068

(940) 550-2316

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

28th percentile

-3.8%

Higher net margin than 28% 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

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

45th percentile

-0.7%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,039

Down $2,800 (-11%) from 2015

Net Assets

Down

$22,039

Down $2,800 (-11%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$74,545

Down $558 (-0.7%) from 2015

Expenses

Up

$77,346

Up $410 (+0.5%) from 2015

Net Income

Down

-$2,801

Down $968 (-53%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30K$20K$10K$0Assets 2011: $6,768Liabilities 2011: $02011Assets 2012: $10,434Liabilities 2012: $02012Assets 2013: $17,074Net Assets 2013: $17,0742013Assets 2014: $26,671Net Assets 2014: $26,6712014Assets 2015: $24,839Net Assets 2015: $24,8392015Assets 2016: $22,039Net Assets 2016: $22,0392016Assets 2017: $15,605Net Assets 2017: $15,6052017Assets 2018: $14,096Net Assets 2018: $14,0962018Assets 2019: $14,837Net Assets 2019: $14,8372019Assets 2020: $11,768Net Assets 2020: $11,7682020Assets 2021: $8,221Net Assets 2021: $8,2212021

Highlighted filing

2016

Assets$22,039
Liabilities-
Net Assets$22,039
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50KRevenue 2011: $41,823Expenses 2011: $46,881Net Income 2011: -$5,0582011Revenue 2012: $43,083Expenses 2012: $39,480Net Income 2012: $3,6032012Revenue 2013: $49,885Expenses 2013: $43,245Net Income 2013: $6,6402013Revenue 2014: $70,481Expenses 2014: $60,864Net Income 2014: $9,6172014Revenue 2015: $75,103Expenses 2015: $76,936Net Income 2015: -$1,8332015Revenue 2016: $74,545Expenses 2016: $77,346Net Income 2016: -$2,8012016Revenue 2017: $70,841Expenses 2017: $77,276Net Income 2017: -$6,4352017Revenue 2018: $78,867Expenses 2018: $80,376Net Income 2018: -$1,5092018Revenue 2019: $63,912Expenses 2019: $63,168Net Income 2019: $7442019Revenue 2020: $42,654Expenses 2020: $45,720Net Income 2020: -$3,0662020Revenue 2021: $41,533Expenses 2021: $44,162Net Income 2021: -$2,6292021

Highlighted filing

2016

Revenue$74,545
Expenses$77,346
Net Income-$2,801
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 25, 2016
Return Version
2015v2.1
Gross Receipts
$75,569
Mission and Program Overview

Mission

SOCIAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
SIGMA PHI LAMBDA IS A SOCIAL ORGANIZATION THAT CHARGES DUES FOR MEMBERSHIP, HOLDS WEEKLY MEETINGS INVOLVING THE MEMBERS, AND PLANS AND HOLDS FELLOWSHIP ACTIVITIES FOR THOSE MEMBERS.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON CASTLEBERRYPresident/Di-$0--
BETHANY LEMERYVice Pres/Di-$0--
CHELSEA GARNERChaplain/Director-$0--
MAGGIE HOWARDSecretary/Di-$0--
MADI GUNKELTreasurer/Di-$0--
MEGHAN BECKERAlumni Board-$0--
DEIDRA MERSEALAlumni Board-$0--
BECCA SHELLEYAlumni Board-$0--
SUZANNE TAYLORAlumni Board-$0--
BAILEY GLEITZAlumni Board-$0--
TOBI MCMILLANExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Lambda Inc Phi Chapter
EIN
45-0542070
Phone
9405502316
Address
14213 SUGAR HILL DR, LITTLE ELM, TX 75068

Signing Officer

Name
Bailey Gleitz
Title
Alumni Boarddirector
Phone
9728968008
Signed
2016-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Shannon Wood CPA
Phone
8177955046
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 517 total 517”

Form 990-ez, Part I, Line 10

“Sigma phi lambda dues to national org 14213 sugar hill drive little elm, tx 75068 13,828 0 0”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 81 information technology 220 conferences/meetings 1,540 event expenses 14,365 food 11,287 office expenses 4,524 gifts 2,229 miscellaneous 1,298 supplies 2,943 non-investment depreciation 69 total 38,556”

Form 990-ez, Part II, Line 24

“Equipment 489 489 less accumulated depreciation 219 288 total 270 201”

Raw XML Appendix139 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BAILEY GLEITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09405502316
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014213 SUGAR HILL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LITTLE ELM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024570
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021838
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt01024
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2801
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0406
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022039
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021058
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-554
IRS990EZ/GrossReceiptsAmt075569
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0470
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt073737
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024840
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022039
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024840
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022039
IRS990EZ/OccupancyRentUtltsAndMaintAmt017326
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON CASTLEBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETHANY LEMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHELSEA GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAGGIE HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MADI GUNKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGHAN BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIDRA MERSEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BECCA SHELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUZANNE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BAILEY GLEITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOBI MCMILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAPLAIN/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ALUMNI BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0270
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0201
IRS990EZ/OtherExpensesTotalAmt038556
IRS990EZ/OtherRevenueTotalAmt0517
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt0827
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SIGMA PHI LAMBDA IS A SOCIAL ORGANIZATION THAT CHARGES DUES FOR MEMBERSHIP, HOLDS WEEKLY MEETINGS INVOLVING THE MEMBERS, AND PLANS AND HOLDS FELLOWSHIP ACTIVITIES FOR THOSE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077346
IRS990EZ/TotalRevenueAmt074545
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OSUPHILAMB.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 517 TOTAL 517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGMA PHI LAMBDA DUES TO NATIONAL ORG 14213 SUGAR HILL DRIVE LITTLE ELM, TX 75068 13,828 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 81 INFORMATION TECHNOLOGY 220 CONFERENCES/MEETINGS 1,540 EVENT EXPENSES 14,365 FOOD 11,287 OFFICE EXPENSES 4,524 GIFTS 2,229 MISCELLANEOUS 1,298 SUPPLIES 2,943 NON-INVESTMENT DEPRECIATION 69 TOTAL 38,556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT 489 489 LESS ACCUMULATED DEPRECIATION 219 288 TOTAL 270 201
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAILEY GLEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI BOARDDIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI LAMBDA INC PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0450542070
ReturnHeader/Filer/PhoneNum09405502316
ReturnHeader/Filer/USAddress/AddressLine1Txt014213 SUGAR HILL DR
ReturnHeader/Filer/USAddress/CityNm0LITTLE ELM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075068
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412024514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMMERVILLE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03030 MATLOCK RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760152936
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02016-11-29T10:57:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,039
Liabilities
-
Net assets
$22,039
Revenue
$74,545
Expenses
$77,346
Net income
-$2,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$8.22$8.22$41.5$44.2$2.63
2020Detailed filing. Detailed filing data is available for this year.$11.8$11.8$42.7$45.7$3.07
2019Detailed filing. Detailed filing data is available for this year.$14.8$14.8$63.9$63.2$0.74
2018Detailed filing. Detailed filing data is available for this year.$14.1$14.1$78.9$80.4$1.51
2017Detailed filing. Detailed filing data is available for this year.$15.6$15.6$70.8$77.3$6.44
2016Detailed filing. Detailed filing data is available for this year.$22.0$22.0$74.5$77.3$2.80
2015Detailed filing. Detailed filing data is available for this year.$24.8$24.8$75.1$76.9$1.83
2014Detailed filing. Detailed filing data is available for this year.$26.7$26.7$70.5$60.9$9.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$17.1$49.9$43.2$6.64
2012Summary only. Only limited summary data is available for this year.$10.4$0.00$43.1$39.5$3.60
2011Summary only. Only limited summary data is available for this year.$6.77$0.00$41.8$46.9$5.06