Civic Intelligence

Phi Eta Sigma Nhs Inc -Group Return

990 • Fiscal year 2023 • EIN 47-1903439

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization Profilewww.phietasigma.org
PO Box 870261 2203Tuscaloosa, AL 35487

(205) 348-0972

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

26th percentile

-8.8%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

33%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$864,559

Down $110,816 (-11%) from 2022

Net Assets

Down

$864,559

Down $110,816 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin26th percentile

Revenue

Up

$311,720

Up $78,187 (+33%) from 2022

Expenses

Up

$339,083

Up $109,240 (+48%) from 2022

Net Income

Down

-$27,363

Down $31,053 (-842%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $775,806Liabilities 2015: $0Net Assets 2015: $775,8062015Assets 2016: $794,510Liabilities 2016: $0Net Assets 2016: $794,5102016Assets 2017: $908,569Liabilities 2017: $0Net Assets 2017: $908,5692017Assets 2018: $905,042Liabilities 2018: $0Net Assets 2018: $905,0422018Assets 2019: $861,372Liabilities 2019: $0Net Assets 2019: $861,3722019Assets 2020: $1,049,763Liabilities 2020: $0Net Assets 2020: $1,049,7632020Assets 2021: $988,877Liabilities 2021: $0Net Assets 2021: $988,8772021Assets 2022: $975,375Liabilities 2022: $0Net Assets 2022: $975,3752022Assets 2023: $864,559Liabilities 2023: $0Net Assets 2023: $864,5592023Assets 2024: $576,111Liabilities 2024: $0Net Assets 2024: $576,1112024

Highlighted filing

2023

Assets$864,559
Liabilities$0
Net Assets$864,559
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $732,816Expenses 2015: $660,671Net Income 2015: $72,1452015Revenue 2016: $704,043Expenses 2016: $674,904Net Income 2016: $29,1392016Revenue 2017: $726,388Expenses 2017: $643,804Net Income 2017: $82,5842017Revenue 2018: $527,090Expenses 2018: $530,617Net Income 2018: -$3,5272018Revenue 2019: $510,147Expenses 2019: $553,817Net Income 2019: -$43,6702019Revenue 2020: $461,731Expenses 2020: $413,305Net Income 2020: $48,4262020Revenue 2021: $395,965Expenses 2021: $291,897Net Income 2021: $104,0682021Revenue 2022: $233,533Expenses 2022: $229,843Net Income 2022: $3,6902022Revenue 2023: $311,720Expenses 2023: $339,083Net Income 2023: -$27,3632023Revenue 2024: $113,419Expenses 2024: $113,741Net Income 2024: -$3222024

Highlighted filing

2023

Revenue$311,720
Expenses$339,083
Net Income-$27,363
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$311,720
Mission and Program Overview

Mission

To encourage and reward high scholastic achievement among first-year students in institutions of higher learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$975,375$864,559▼ $110,816
Total Assets$975,375$864,559▼ $110,816
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$975,375$864,559▼ $110,816
Total Net Assets Fund Balance$975,375$864,559▼ $110,816
Total Liabilities and Net Assets / Fund Balance$975,375$864,559▼ $110,816
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Molly LawrenceGrand President
Mary Lee CaldwellExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$310,428
Program Service Revenue
$0
Investment Income
$1,292
Other Revenue
$0
All Other Contributions
$94,888
Change in Net Assets
$-27,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$321,680
Grants and Similar Amounts Paid$17,403
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$321,680--$321,680
Grants to Domestic Individuals$17,403--$17,403
Total Functional Expenses$339,083$0$0$339,083
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8A

“Formal meeting minutes”

Form 990, Part VI, Section A, line 8B

“Upon review”

Form 990, Part VI, Section B, line 11B

“Form 990 is given to and reviewed by governing body”

Form 990, Part VI, Section B, line 12C

“Policy is reviewed with all employees and governing body.”

Form 990, Part VI, Section C, line 18

“Available upon request”

Form 990, Part VI, Section C, line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Phi Eta Sigma Nhs Inc -group Return
EIN
47-1903439
Phone
2053480972
Address
PO BOX 870261 2203, TUSCALOOSA, AL 35487

Signing Officer

Name
Mary Lee Caldwell
Title
Executive Director
Phone
2053480975
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Lee Caldwell
Formed
2012
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Way Ray Shelton & Co Pc
Address
216 MCFARLAND CIR N, TUSCALOOSA, AL 35406
Preparer
Bert Sims CPA
Phone
2053455860
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Operating Expenses: Program service expenses 163,994. Management and general expenses 0. Fundraising expenses 0. Total expenses 163,994. National Fees: Program service expenses 95,635. Management and general expenses 0. Fundraising expenses 0. Total expenses 95,635. Other expenses: Program service expenses 62,051. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,051.”

Form 990, Part XI, line 9:

“The amount is cause by a change in number of chapters year over year -83,453.”

Raw XML Appendix320 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/GrantsToIndividualsInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Policy is reviewed with all employees and governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Operating Expenses: Program service expenses 163,994. Management and general expenses 0. Fundraising expenses 0. Total expenses 163,994. National Fees: Program service expenses 95,635. Management and general expenses 0. Fundraising expenses 0. Total expenses 95,635. Other expenses: Program service expenses 62,051. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,051.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The amount is cause by a change in number of chapters year over year -83,453.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, line 9:
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035487
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630962807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAY RAY SHELTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 MCFARLAND CIR N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035406
ReturnHeader/PreparerPersonGrp/PhoneNum02053455860
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bert Sims CPA
ReturnHeader/ReturnTs02024-05-15T11:10:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE CALDWELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$864,559
Liabilities
$0
Net assets
$864,559
Revenue
$311,720
Expenses
$339,083
Net income
-$27,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.31$0.34$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.23$0.23$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.40$0.29$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.46$0.41$0.05
2019Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.51$0.55$0.04
2018Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.53$0.53$0.00
2017Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.73$0.64$0.08
2016Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.70$0.67$0.03
2015Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.73$0.66$0.07