Civic Intelligence

Phi Sigma Sigma Inc - Beta Upsilon Chapter

990EZ • Fiscal year 2019 • EIN 52-6056449

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 21, 2020

Organization ProfileN/A
8178 Lark Brown Road No 202Elkridge, MD 21075-6426

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

7th percentile

-36%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$19,769

Down $11,182 (-36%) from 2018

Net Assets

Down

$19,769

Down $11,182 (-36%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin12th percentile

Revenue

Down

$62,600

Down $7,793 (-11%) from 2018

Expenses

Up

$73,858

Up $4,014 (+5.7%) from 2018

Net Income

Down

-$11,258

Down $11,807 (-2151%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2011: $15,056Liabilities 2011: $02011Assets 2012: $13,735Liabilities 2012: $02012Assets 2013: $12,862Liabilities 2013: $02013Assets 2014: $17,355Liabilities 2014: $02014Assets 2015: $26,396Net Assets 2015: $26,3962015Assets 2016: $35,229Net Assets 2016: $35,2292016Assets 2017: $30,312Net Assets 2017: $30,3122017Assets 2018: $30,951Liabilities 2018: $0Net Assets 2018: $30,9512018Assets 2019: $19,769Liabilities 2019: $0Net Assets 2019: $19,7692019Assets 2020: $50,407Liabilities 2020: $0Net Assets 2020: $50,4072020

Highlighted filing

2019

Assets$19,769
Liabilities$0
Net Assets$19,769
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

$100K$50K$0-$50KRevenue 2011: $69,734Expenses 2011: $77,092Net Income 2011: -$7,3582011Revenue 2012: $69,801Expenses 2012: $71,057Net Income 2012: -$1,2562012Revenue 2013: $68,061Expenses 2013: $69,828Net Income 2013: -$1,7672013Revenue 2014: $73,027Expenses 2014: $69,296Net Income 2014: $3,7312014Revenue 2015: $76,660Expenses 2015: $66,063Net Income 2015: $10,5972015Revenue 2016: $84,035Expenses 2016: $74,713Net Income 2016: $9,3222016Revenue 2017: $78,548Expenses 2017: $86,461Net Income 2017: -$7,9132017Revenue 2018: $70,393Expenses 2018: $69,844Net Income 2018: $5492018Revenue 2019: $62,600Expenses 2019: $73,858Net Income 2019: -$11,2582019Revenue 2020: $61,745Expenses 2020: $31,539Net Income 2020: $30,2062020

Highlighted filing

2019

Revenue$62,600
Expenses$73,858
Net Income-$11,258
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Gross Receipts
$62,600
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 95 MEMBERS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN LANEFormer ArchonPT$0--
STEFANI SCIAMETTAFormer Vice ArchonPT$0--
ELIZABETH KIEWRAFormer BursarPT$0--
EMILY WHITEArchonPT$0--
JORDAN MOLDENHAUERVice ArchonPT$0--
MIA VELASQUEZBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Beta Upsilon Cha
EIN
52-6056449
Phone
4107991224
Address
8178 LARK BROWN ROAD NO 202, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2020-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 501.”

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

“Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 8178 lark brown road, ste 202 elkridge, md 21075-6426. Date of gift: 06/30/19. Amount given: 1,026.”

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

“Description: cra hq fees/expenses. Amount: 105. Description: credit card fees. Amount: 1,668. Description: social events. Amount: 25,400. Description: recruitment. Amount: 20,782. Description: miscellaneous. Amount: 11,639. Description: fraternity dues & fees. Amount: 2,387. Description: administrative expenses. Amount: 1,566. Description: philanthropy. Amount: 2,303. Description: insignia & jewelry. Amount: 6,145. Description: scholarship program. Amount: 93. Description: parlor fees. Amount: 744. Total to form 990-ez, line 16: 72,832.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/loss. Amount: 76.”

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

“Description: prepaid card funds. Beg. Of year amount: 307. End of year amount: 133.”

Raw XML Appendix141 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/PersonNm0WENDY LAU
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08178 LARK BROWN ROAD STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0210756426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0785
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11258
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030951
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019769
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01026
IRS990EZ/GrossReceiptsAmt062600
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0501
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt060914
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030951
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019769
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030951
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019769
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN LANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEFANI SCIAMETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH KIEWRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JORDAN MOLDENHAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIA VELASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0307
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0133
IRS990EZ/OtherChangesInNetAssetsAmt076
IRS990EZ/OtherExpensesTotalAmt072832
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 95 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073858
IRS990EZ/TotalRevenueAmt062600
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 8178 LARK BROWN ROAD, STE 202 ELKRIDGE, MD 21075-6426. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 1,026.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CRA HQ FEES/EXPENSES. AMOUNT: 105. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,668. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 25,400. DESCRIPTION: RECRUITMENT. AMOUNT: 20,782. DESCRIPTION: MISCELLANEOUS. AMOUNT: 11,639. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 2,387. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,566. DESCRIPTION: PHILANTHROPY. AMOUNT: 2,303. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 6,145. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 93. DESCRIPTION: PARLOR FEES. AMOUNT: 744. TOTAL TO FORM 990-EZ, LINE 16: 72,832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 76.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 307. END OF YEAR AMOUNT: 133.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - BETA UPSILON CHA
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0526056449
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD NO 202
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DBF19B5FFF903EE8BFA37721A3B36EDFA97F1A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ACDE042712EE9C753EFBE2EB02C0837A995211E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02020-01-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:55:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06840 EAGLE HIGHLANDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046254
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBEKAH PAYNE CPA
ReturnHeader/ReturnTs02020-01-28T13:09:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,769
Liabilities
$0
Net assets
$19,769
Revenue
$62,600
Expenses
$73,858
Net income
-$11,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$61.7$31.5$30.2
2019Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$62.6$73.9$11.3
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$70.4$69.8$0.55
2017Detailed filing. Detailed filing data is available for this year.$30.3$30.3$78.5$86.5$7.91
2016Detailed filing. Detailed filing data is available for this year.$35.2$35.2$84.0$74.7$9.32
2015Detailed filing. Detailed filing data is available for this year.$26.4$26.4$76.7$66.1$10.6
2014Summary only. Only limited summary data is available for this year.$17.4$0.00$73.0$69.3$3.73
2013Summary only. Only limited summary data is available for this year.$12.9$0.00$68.1$69.8$1.77
2012Summary only. Only limited summary data is available for this year.$13.7$0.00$69.8$71.1$1.26
2011Summary only. Only limited summary data is available for this year.$15.1$0.00$69.7$77.1$7.36