Civic Intelligence

Sigma Phi Lambda Inc Phi Chapter

990EZ • Fiscal year 2019 • EIN 45-0542070

Jun 01, 2018 to May 31, 2019 • Filed on Dec 16, 2019

Organization ProfileWWW.OSUPHILAMB.COM
8553 N Beach St Pmb 368Fort Worth, TX 76244

(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 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

5.3%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,837

Up $741 (+5.3%) from 2018

Net Assets

Up

$14,837

Up $741 (+5.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$63,912

Down $14,955 (-19%) from 2018

Expenses

Down

$63,168

Down $17,208 (-21%) from 2018

Net Income

Up

$744

Up $2,253 (+149%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$14,837
Liabilities-
Net Assets$14,837
Open 2019 Filing

Operations Trend

Revenue Growth16th 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

2019

Revenue$63,912
Expenses$63,168
Net Income$744
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Dec 16, 2019
Return Version
2018v3.1
Gross Receipts
$65,556
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 Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE STEENPresident/Di-$0--
ELIZABETH BRYANVice Pres/Di-$0--
TAYLOR KELLEYChaplain/Director-$0--
CRISTINA MONTEMAYOSecretary/Di-$0--
JESSICA GORETreasurer/Di-$0--
STEPHANIE GIDDENSAlumni Board-$0--
DEIDRE MERSEALAlumni Board-$0--
JOANNA HILDEBRANDAlumni Board-$0--
HALEY HORNERAlumni 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
8553 N BEACH ST PMB 368, FORT WORTH, TX 76244

Signing Officer

Name
Bailey Gleitz
Title
Alumni Boarddirector
Phone
9728968008
Signed
2019-12-16
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 10

“Class of activity: dues to national org name: sigma phi lambda address: 14213 sugar hill drive little elm, tx 75068 cash contribution: 11,834”

Form 990-ez, Part I, Line 16

“Expenses conference expense 750 event expenses 7,425 food 6,951 office expenses 5,521 gifts 1,382 miscellaneous 137 supplies 1,776 non-investment depreciation 61 total 24,003”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 92 equipment 489 489 less accumulated depreciation 428 489 total 61 92”

Raw XML Appendix144 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09405502316
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08553 N BEACH ST PMB 368
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014032
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01537
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IRS990EZ/ExcessOrDeficitForYearAmt0744
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03697
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt014837
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015756
IRS990EZ/GrossProfitLossSlsOfInvntryAmt088
IRS990EZ/GrossReceiptsAmt065556
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01732
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062239
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014093
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014093
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014837
IRS990EZ/OccupancyRentUtltsAndMaintAmt019712
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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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/PersonNm0KATIE STEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH BRYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAYLOR KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRISTINA MONTEMAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA GORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE GIDDENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIDRE MERSEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANNA HILDEBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HALEY HORNER
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/BOYAmt061
IRS990EZ/OtherAssetsTotalDetail/EOYAmt092
IRS990EZ/OtherExpensesTotalAmt024003
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
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/TotalExpensesAmt063168
IRS990EZ/TotalRevenueAmt063912
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OSUPHILAMB.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: DUES TO NATIONAL ORG NAME: SIGMA PHI LAMBDA ADDRESS: 14213 SUGAR HILL DRIVE LITTLE ELM, TX 75068 CASH CONTRIBUTION: 11,834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCE EXPENSE 750 EVENT EXPENSES 7,425 FOOD 6,951 OFFICE EXPENSES 5,521 GIFTS 1,382 MISCELLANEOUS 137 SUPPLIES 1,776 NON-INVESTMENT DEPRECIATION 61 TOTAL 24,003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 92 EQUIPMENT 489 489 LESS ACCUMULATED DEPRECIATION 428 489 TOTAL 61 92
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI BOARDDIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI LAMBDA INC PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0450542070
ReturnHeader/Filer/PhoneNum09405502316
ReturnHeader/Filer/USAddress/AddressLine1Txt08553 N BEACH ST PMB 368
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.233.6
ReturnHeader/FilingSecurityInformation/IPDt02019-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:01:51
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/PreparationDt02019-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02019-12-19T09:01:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,837
Liabilities
-
Net assets
$14,837
Revenue
$63,912
Expenses
$63,168
Net income
$744
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)7 • <$500k nonprofits