Civic Intelligence

Delta Upsilon Sigma Educational Advancement Foundation

990EZ • Fiscal year 2021 • EIN 47-4777708

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

301 Cypress Creek RoadBrandon, MS 39047

(601) 382-7963

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.74x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.24x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-30%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$21,356

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

30%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$57,471

Down $33,007 (-36%) from 2020

Net Assets

Down

-$4,967

Down $52,945 (-110%) from 2020

Liabilities

Flat

$42,500

Flat from 2020

Revenue

Up

$179,040

Up $41,038 (+30%) from 2020

Expenses

Up

$231,985

Up $99,979 (+76%) from 2020

Net Income

Down

-$52,945

Down $58,941 (-983%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2020: $90,478Liabilities 2020: $42,500Net Assets 2020: $47,9782020Assets 2021: $57,471Liabilities 2021: $42,500Net Assets 2021: -$4,9672021Assets 2022: $51,617Liabilities 2022: $7,269Net Assets 2022: $44,3482022

Highlighted filing

2021

Assets$57,471
Liabilities$42,500
Net Assets-$4,967

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $138,002Expenses 2020: $132,006Net Income 2020: $5,9962020Revenue 2021: $179,040Expenses 2021: $231,985Net Income 2021: -$52,9452021Revenue 2022: $83,538Expenses 2022: $78,073Net Income 2022: $5,4652022

Highlighted filing

2021

Revenue$179,040
Expenses$231,985
Net Income-$52,945
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$179,040
Mission and Program Overview

Mission

To combat education inequity in mississippi and make a positive impact on the most vulnerable youth of coming and future generations in communities statewide with overcoming inequities through provisions of educational financial and socioeconomic tools needed for success

Program Services

DescriptionGrantsExpenses
GIVE BACK WITH A BACKPACK (GBWB) PROGRAM ALLOWS PEOPLE ACROSS THE STATE TO DONATE TO PROJECT IMPACT SO BACKPACKS FULL OF NEEDED EDUCATIONAL SUPPLIES CAN BE PROVIDED TO THE YOUTH OF COMMUNITIES IN NEED ACROSS THE STATE. 14452 BACKPACKS HAVE BEEN PROVIDED THUS FAR IMPACTING 39 COUNTIES ACROSS THE STATE OF MISSISSIPPI SINCE 2016.$91,898$38,451
PROJECT POSITIVE +SELF PROGRAM PROVIDES STUDENTS ACROSS THE STATE OF MISSISSIPPI ACCESS TO SOCIAL - EMOTIONAL LEARNING (SEL) TOOLS TO HELP THEM IDENTIFY AND NAVIGATE THROUGH EMOTIONAL MENTAL AND BEHVIORAL HEALTH ISSUES.$10,730$44,238
BUILD YOUR OWN SCHOLARSHIP (BYOS) PROGRAM ALLOWS COMMUNITIES TO BUILD AND FUND A SCHOLARSHIP WITH THEIR CHOICE OF STIPULATIONS AND REQUIREMENTS. $81350 IN SCHOLARSHIPS HAVE BEEN PROVIDED TO RECIPIENTS IN 39 COUNTIES ACROSS THE STATE OF MISSISSIPPI SINCE 2016.$27,205$25,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN FERGUSONExecutive DirectorFT$21,356-$21,356
KEVIN BAILEYProgram DirectorFT$15,075-$15,075
TIMIKA MORRISOperations DirectorFT$15,075-$15,075
ADREA LATALLADIStrategic Initiatives DirectorFT$15,075-$15,075
KEVIAN CONLEYAccounting DirectorFT$15,075-$15,075
RONDA MORRISByos Program SpecialistPT$3,063-$3,063
Filing and Contact Details

Filer

Filer Name
Delta Upsilon Sigma Educational Advancement Foundation
EIN
47-4777708
In Care Of
% BRIAN FERGUSON
Phone
6013827963
Address
301 CYPRESS CREEK ROAD, BRANDON, MS 39047

Signing Officer

Name
Brian K Ferguson
Title
Executive Director
Phone
6013827963
Signed
2022-05-05
Supplemental Narrative

Additional Explanations

Part I, Line 10

The balance of the contributions were each usd 5,000 or less.

Part I, Line 16

1) other expenses credit card fees amount 1944 2) other expenses travel amount 1827 3) other expenses business meetings amount 1267 4) other expenses subscriptions amount 641 5) other expenses equipment amount 397 6) other expenses office supplies materials amount 50 7) other expenses bank fees amount 397 8) other expenses gbwb bags in bulk amount 38451 9) other expenses membership fee amex amount 295 10) other expenses facility equipment and supplies amount 1226 11) other expenses phi beta sigma educational initiative amount 873 12) other expenses marketing and outreach amount 3930 13) other expenses gbws amount 1276

Part II, Line 26

1) description eidl small business loan boy amount 42500 eoy amount 42500

Other

Page 1, part i, line 8 - received usd 21,723.17 from paycheck protection loan program successfully applied for forgiveness leaving no additional liability due

Raw XML Appendix164 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/OfficerDirectorTrusteeEmplGrp/PersonNm5RONDA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROGRAM DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OPERATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3STRATEGIC INITIATIVES DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ACCOUNTING DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BYOS PROGRAM SPECIALIST
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PrimaryExemptPurposeTxt0TO COMBAT EDUCATION INEQUITY IN MISSISSIPPI AND MAKE A POSITIVE IMPACT ON THE MOST VULNERABLE YOUTH OF COMING AND FUTURE GENERATIONS IN COMMUNITIES STATEWIDE WITH OVERCOMING INEQUITIES THROUGH PROVISIONS OF EDUCATIONAL FINANCIAL AND SOCIOECONOMIC TOOLS NEEDED FOR SUCCESS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIVE BACK WITH A BACKPACK (GBWB) PROGRAM ALLOWS PEOPLE ACROSS THE STATE TO DONATE TO PROJECT IMPACT SO BACKPACKS FULL OF NEEDED EDUCATIONAL SUPPLIES CAN BE PROVIDED TO THE YOUTH OF COMMUNITIES IN NEED ACROSS THE STATE. 14452 BACKPACKS HAVE BEEN PROVIDED THUS FAR IMPACTING 39 COUNTIES ACROSS THE STATE OF MISSISSIPPI SINCE 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BUILD YOUR OWN SCHOLARSHIP (BYOS) PROGRAM ALLOWS COMMUNITIES TO BUILD AND FUND A SCHOLARSHIP WITH THEIR CHOICE OF STIPULATIONS AND REQUIREMENTS. $81350 IN SCHOLARSHIPS HAVE BEEN PROVIDED TO RECIPIENTS IN 39 COUNTIES ACROSS THE STATE OF MISSISSIPPI SINCE 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROJECT POSITIVE +SELF PROGRAM PROVIDES STUDENTS ACROSS THE STATE OF MISSISSIPPI ACCESS TO SOCIAL - EMOTIONAL LEARNING (SEL) TOOLS TO HELP THEM IDENTIFY AND NAVIGATE THROUGH EMOTIONAL MENTAL AND BEHVIORAL HEALTH ISSUES.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06958
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BALANCE OF THE CONTRIBUTIONS WERE EACH USD 5,000 OR LESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11) OTHER EXPENSES CREDIT CARD FEES AMOUNT 1944 2) OTHER EXPENSES TRAVEL AMOUNT 1827 3) OTHER EXPENSES BUSINESS MEETINGS AMOUNT 1267 4) OTHER EXPENSES SUBSCRIPTIONS AMOUNT 641 5) OTHER EXPENSES EQUIPMENT AMOUNT 397 6) OTHER EXPENSES OFFICE SUPPLIES MATERIALS AMOUNT 50 7) OTHER EXPENSES BANK FEES AMOUNT 397 8) OTHER EXPENSES GBWB BAGS IN BULK AMOUNT 38451 9) OTHER EXPENSES MEMBERSHIP FEE AMEX AMOUNT 295 10) OTHER EXPENSES FACILITY EQUIPMENT AND SUPPLIES AMOUNT 1226 11) OTHER EXPENSES PHI BETA SIGMA EDUCATIONAL INITIATIVE AMOUNT 873 12) OTHER EXPENSES MARKETING AND OUTREACH AMOUNT 3930 13) OTHER EXPENSES GBWS AMOUNT 1276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21) DESCRIPTION EIDL SMALL BUSINESS LOAN BOY AMOUNT 42500 EOY AMOUNT 42500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAGE 1, PART I, LINE 8 - RECEIVED USD 21,723.17 FROM PAYCHECK PROTECTION LOAN PROGRAM SUCCESSFULLY APPLIED FOR FORGIVENESS LEAVING NO ADDITIONAL LIABILITY DUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3OTHER
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN K FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06013827963
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA UPSILON SIGMA EDUCATIONAL ADVANCEMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0474777708
ReturnHeader/Filer/InCareOfNm0% BRIAN FERGUSON
ReturnHeader/Filer/PhoneNum06013827963
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 CYPRESS CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0BRANDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039047
ReturnHeader/ReturnTs02022-05-15T21:10:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERGUSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits