Civic Intelligence

Sigma Phi Lambda Inc Phi Chapter

990EZ • Fiscal year 2020 • EIN 45-0542070

Jun 01, 2019 to May 31, 2020 • Filed on Dec 17, 2020

3410 98th St Ste 4-125Lubbock, TX 79423

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

31st percentile

-7.2%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-21%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-33%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$11,768

Down $3,069 (-21%) from 2019

Net Assets

Down

$11,768

Down $3,069 (-21%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,654

Down $21,258 (-33%) from 2019

Expenses

Down

$45,720

Down $17,448 (-28%) from 2019

Net Income

Down

-$3,066

Down $3,810 (-512%) from 2019

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 2019: $14,837Net Assets 2019: $14,8372019Assets 2020: $11,768Net Assets 2020: $11,7682020Assets 2021: $8,221Net Assets 2021: $8,2212021

Highlighted filing

2020

Assets$11,768
Liabilities-
Net Assets$11,768

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 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

2020

Revenue$42,654
Expenses$45,720
Net Income-$3,066
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Dec 17, 2020
Return Version
2019v5.0
Gross Receipts
$47,943
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
PARKER STEWARTPresident/Di-$0--
MADISON BYROMVice Pres/Di-$0--
RACHEL WRIGHTChaplain/Director-$0--
RACHEL MEINDERSSecretary/Di-$0--
KARIS STRICKLANDTreasurer/Di-$0--
SARAH HALFORDAlumni Board-$0--
DEIDRE MERSEALAlumni Board-$0--
JOANNA HILDEBRANDAlumni Board-$0--
HALEY HORNERAlumni Board-$0--
BAILEY GLEITZAlumni Board-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Lambda Inc Phi Chapter
EIN
45-0542070
Phone
9405502316
Address
3410 98TH ST STE 4-125, LUBBOCK, TX 79423

Signing Officer

Name
Bailey Gleitz
Title
Alumni Boarddirector
Phone
9728968008
Signed
2020-12-17
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: 14,159

Form 990-ez, Part I, Line 16

Expenses it 569 travel 141 conference expense 375 event expenses 7,714 food 2,039 office expenses 4,020 gifts 605 marketing 48 supplies 1,820 total 17,331

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 92 0 equipment 489 489 less accumulated depreciation 489 489 total 92 0

Raw XML Appendix137 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/AddressLine1Txt08553 N BEACH ST PMB 368
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011768
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/CostOfGoodsSoldAmt05289
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3066
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014834
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011768
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015278
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3469
IRS990EZ/GrossReceiptsAmt047943
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01820
IRS990EZ/GroupExemptionNum04309
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044074
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014834
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014834
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011768
IRS990EZ/OccupancyRentUtltsAndMaintAmt013111
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/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/PersonNm0PARKER STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MADISON BYROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL MEINDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KARIS STRICKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH HALFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIDRE MERSEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANNA HILDEBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HALEY HORNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BAILEY GLEITZ
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt092
IRS990EZ/OtherExpensesTotalAmt017331
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/TotalExpensesAmt045720
IRS990EZ/TotalRevenueAmt042654
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: 14,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES IT 569 TRAVEL 141 CONFERENCE EXPENSE 375 EVENT EXPENSES 7,714 FOOD 2,039 OFFICE EXPENSES 4,020 GIFTS 605 MARKETING 48 SUPPLIES 1,820 TOTAL 17,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 92 0 EQUIPMENT 489 489 LESS ACCUMULATED DEPRECIATION 489 489 TOTAL 92 0
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAILEY GLEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI BOARDDIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728968008
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI LAMBDA INC PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0450542070
ReturnHeader/Filer/PhoneNum09405502316
ReturnHeader/Filer/USAddress/AddressLine1Txt03410 98TH ST STE 4-125
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079423
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0444B710A4B66E72A256CEE3BF83FD70FFA68A13D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E983EA6E71D5F66E415B3F1792136FD215187F05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.233.6
ReturnHeader/FilingSecurityInformation/IPDt02020-12-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:06:02
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/PreparationDt02020-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WOOD CPA
ReturnHeader/ReturnTs02020-12-17T13:06:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings