Civic Intelligence

Phi Sigma Sigma - Beta Eta Chapter

990EZ • Fiscal year 2023 • EIN 47-5518135

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 18, 2023

1213 Liberty Rd J 335Eldersburg, MD 21784

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

64th percentile

8.0%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.3%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$75,682

Up $13,527 (+22%) from 2022

Net Assets

Up

$75,682

Up $13,527 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$169,229

Down $5,698 (-3.3%) from 2022

Expenses

Up

$155,702

Up $5,506 (+3.7%) from 2022

Net Income

Down

$13,527

Down $11,204 (-45%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $87,530Liabilities 2015: $02015Assets 2016: $41,165Liabilities 2016: $0Net Assets 2016: $41,1652016Assets 2017: $45,372Liabilities 2017: $0Net Assets 2017: $45,3722017Assets 2018: $45,412Liabilities 2018: $0Net Assets 2018: $45,4122018Assets 2019: $33,300Liabilities 2019: $0Net Assets 2019: $33,3002019Assets 2020: $52,155Liabilities 2020: $0Net Assets 2020: $52,1552020Assets 2021: $37,424Liabilities 2021: $0Net Assets 2021: $37,4242021Assets 2022: $62,155Liabilities 2022: $0Net Assets 2022: $62,1552022Assets 2023: $75,682Liabilities 2023: $0Net Assets 2023: $75,6822023Assets 2024: $84,181Liabilities 2024: $0Net Assets 2024: $84,1812024Assets 2025: $150,812Liabilities 2025: $0Net Assets 2025: $150,8122025

Highlighted filing

2023

Assets$75,682
Liabilities$0
Net Assets$75,682

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $162,710Expenses 2015: $74,893Net Income 2015: $87,8172015Revenue 2016: $190,993Expenses 2016: $237,358Net Income 2016: -$46,3652016Revenue 2017: $202,836Expenses 2017: $199,629Net Income 2017: $3,2072017Revenue 2018: $121,209Expenses 2018: $121,174Net Income 2018: $352018Revenue 2019: $142,834Expenses 2019: $154,946Net Income 2019: -$12,1122019Revenue 2020: $201,332Expenses 2020: $182,477Net Income 2020: $18,8552020Revenue 2021: $18,390Expenses 2021: $33,121Net Income 2021: -$14,7312021Revenue 2022: $174,927Expenses 2022: $150,196Net Income 2022: $24,7312022Revenue 2023: $169,229Expenses 2023: $155,702Net Income 2023: $13,5272023Revenue 2024: $225,402Expenses 2024: $216,903Net Income 2024: $8,4992024Revenue 2025: $310,340Expenses 2025: $243,709Net Income 2025: $66,6312025

Highlighted filing

2023

Revenue$169,229
Expenses$155,702
Net Income$13,527
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 18, 2023
Return Version
2022v5.0
Gross Receipts
$169,229
Mission and Program Overview

Mission

Promote the fellowship of members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 170 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAYLEIGH WITTMANFormer ArchonPT$0--
CARLIE KREUTZERFormer Vice ArchonPT$0--
LINDSEY LETOFSKYFormer BursarPT$0--
ELLA BORGACCISecretaryPT$0--
MACKENZIE WEEKSArchonPT$0--
CARLY ANDREWSVice ArchonPT$0--
MADDIE MAGINNISBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma - Beta Eta Chapter
EIN
47-5518135
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2023-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
9229 DELEGATES ROW SUITE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 7,596.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: phi sigma sigma national housing corporation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 12,800.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 880. Total included on form 990-ez, line 10: 13,680.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card fees. Amount: 5,700. Description: social events. Amount: 34,723. Description: recruitment. Amount: 17,827. Description: fraternity dues & fees. Amount: 3,940. Description: administrative expenses. Amount: 822. Description: philanthropy. Amount: 4,385. Description: insignia & jewelry. Amount: 21,068. Description: parlor fees. Amount: 51,975. Description: scholarship program. Amount: 1,532. Description: miscellaneous. Amount: 50. Total to form 990-ez, line 16: 142,022.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid card funds. Beg. Of year amount: 57. End of year amount: 57.

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNY BERNARD
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01213 LIBERTY RD STE J 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02871
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013527
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075682
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013680
IRS990EZ/GrossReceiptsAmt0169229
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0108654
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075682
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075682
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAYLEIGH WITTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLIE KREUTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY LETOFSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLA BORGACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MACKENZIE WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARLY ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MADDIE MAGINNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt057
IRS990EZ/OtherAssetsTotalDetail/EOYAmt057
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0142022
IRS990EZ/OtherRevenueTotalAmt07596
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt050108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 170 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0155702
IRS990EZ/TotalRevenueAmt0169229
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 7,596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 12,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 880. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 13,680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD FEES. AMOUNT: 5,700. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 34,723. DESCRIPTION: RECRUITMENT. AMOUNT: 17,827. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 3,940. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 822. DESCRIPTION: PHILANTHROPY. AMOUNT: 4,385. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 21,068. DESCRIPTION: PARLOR FEES. AMOUNT: 51,975. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 1,532. DESCRIPTION: MISCELLANEOUS. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 142,022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 57. END OF YEAR AMOUNT: 57.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA - BETA ETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0475518135
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY RD J 335
ReturnHeader/Filer/USAddress/CityNm0ELDERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-01-16T08:37:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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