Civic Intelligence

Sigma Phi Lambda Inc Phi Chapter

990EZ • Fiscal year 2018 • EIN 45-0542070

Jun 01, 2017 to May 31, 2018 • Filed on Nov 15, 2018

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

(940) 550-2316

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$14,096

Flat from 2018

Net Assets

Flat

$14,096

Flat from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$78,867

Flat from 2018

Expenses

Flat

$80,376

Flat from 2018

Net Income

Flat

-$1,509

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$14,096
Liabilities-
Net Assets$14,096
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$78,867
Expenses$80,376
Net Income-$1,509
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$82,804
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAYLEY HAGENPresident/Di-$0--
REBECCA BROWNVice Pres/Di-$0--
KAILEY CARTERChaplain/Director-$0--
MEAGAN BOURNESecretary/Di-$0--
JESSICA FORSTERTreasurer/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
14213 SUGAR HILL DR, LITTLE ELM, TX 75068

Signing Officer

Name
Bailey Gleitz
Title
Alumni Boarddirector
Phone
9728968008
Signed
2018-11-15
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: 13,555”

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 1,125 event expenses 12,549 food 7,070 office expenses 7,851 gifts 1,077 miscellaneous 7,130 supplies 2,032 travel 225 non-investment depreciation 70 total 39,129”

Form 990-ez, Part II, Line 24

“Equipment 489 489 less accumulated depreciation 358 428 total 131 61”

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09405502316
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LITTLE ELM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075068
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IRS990EZ/GrossSalesOfInventoryAmt04566
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt043
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt074868
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015605
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015605
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HAYLEY HAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAILEY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEAGAN BOURNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA FORSTER
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/BOYAmt0131
IRS990EZ/OtherAssetsTotalDetail/EOYAmt061
IRS990EZ/OtherExpensesTotalAmt039129
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt02595
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/TotalExpensesAmt080376
IRS990EZ/TotalRevenueAmt078867
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: 13,555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 1,125 EVENT EXPENSES 12,549 FOOD 7,070 OFFICE EXPENSES 7,851 GIFTS 1,077 MISCELLANEOUS 7,130 SUPPLIES 2,032 TRAVEL 225 NON-INVESTMENT DEPRECIATION 70 TOTAL 39,129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 489 489 LESS ACCUMULATED DEPRECIATION 358 428 TOTAL 131 61
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
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ReturnHeader/FilingSecurityInformation/IPTm007:46:18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760152936
ReturnHeader/PreparerPersonGrp/PhoneNum08177955046
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02019-01-09T07:46:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,096
Liabilities
-
Net assets
$14,096
Revenue
$78,867
Expenses
$80,376
Net income
-$1,509
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
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