Civic Intelligence

Phi Sigma Sigma Inc - Beta Upsilon Chapter

990EZ • Fiscal year 2017 • EIN 52-6056449

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 20, 2017

Organization ProfileN/A
8178 Lark Brown RoadElkridge, MD 21075-6426

(410) 799-1224

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-14%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-6.5%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,312

Down $4,917 (-14%) from 2016

Net Assets

Down

$30,312

Down $4,917 (-14%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$78,548

Down $5,487 (-6.5%) from 2016

Expenses

Up

$86,461

Up $11,748 (+16%) from 2016

Net Income

Down

-$7,913

Down $17,235 (-185%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2017

Assets$30,312
Liabilities-
Net Assets$30,312
Open 2017 Filing

Operations Trend

Revenue Growth30th 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

2017

Revenue$78,548
Expenses$86,461
Net Income-$7,913
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$78,548
Mission and Program Overview

Mission

Promote the fellowship of its members.

Promote the fellowship of 108 members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 90 MEMBERS.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY WONGArchonPT$0--
ALEXIS CARAYBursarPT$0--
AUDREY BATTAGLINIVice ArchonPT$0--
SARAH ANDERSONScribePT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Beta Upsilon Chapter
EIN
52-6056449
Phone
4107991224
Address
8178 LARK BROWN ROAD, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2017-10-20
Discuss with paid preparer
Yes

Preparer

Firm
John Zimitski CPA
Address
527 S 27TH ST, PHILADELPHIA, PA 19146-1012
Preparer
John Zimitski
Phone
2154988427
Supplemental Narrative

Additional Explanations

Other

“See attached supplemental schedule”

Form 990EZ, Part I, Line 10

“Donation; cash; phi sigma sigma foundation: 8178 lark brown rd, ste 202, elkridge, md, 21075; affili”

Form 990EZ, Part I, Line 16

“BANK CHARGES 566.”

Form 990EZ, Part I, Line 16

“INVESTMENT FEES 130.”

Form 990EZ, Part I, Line 20

“Unrealized gains on chapter reserve account 1646.”

Form 990EZ, Part I, Line 20

“Transfer from checking 1350.”

Form 990EZ, Part II, Line 24

“Chapter reserve account 16340. 19535.”

Raw XML Appendix130 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/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/BOYAmt018889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010777
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7913
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030312
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05700
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078548
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0328
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt078220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUDREY WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEXIS CARAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AUDREY BATTAGLINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCRIBE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016340
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019535
IRS990EZ/OtherChangesInNetAssetsAmt02996
IRS990EZ/OtherExpensesTotalAmt0696
IRS990EZ/PrimaryExemptPurposeTxt0Promote the fellowship of 108 members.
IRS990EZ/PrintingPublicationsPostageAmt0125
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 90 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt079540
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086461
IRS990EZ/TotalRevenueAmt078548
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SUPPLEMENTAL SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION; CASH; PHI SIGMA SIGMA FOUNDATION: 8178 LARK BROWN RD, STE 202, ELKRIDGE, MD, 21075; AFFILI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 566.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS ON CHAPTER RESERVE ACCOUNT 1646.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER FROM CHECKING 1350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHAPTER RESERVE ACCOUNT 16340. 19535.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - BETA UPSILON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0526056449
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.81.122.87
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:14:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN ZIMITSKI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 S 27TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191461012
ReturnHeader/PreparerPersonGrp/PhoneNum02154988427
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ZIMITSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T14:14:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,312
Liabilities
-
Net assets
$30,312
Revenue
$78,548
Expenses
$86,461
Net income
-$7,913
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