Civic Intelligence

Phi Sigma Sigma Inc - Beta Upsilon Chapter

990EZ • Fiscal year 2018 • EIN 52-6056449

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

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

52nd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-10%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$30,951

Up $639 (+2.1%) from 2017

Net Assets

Up

$30,951

Up $639 (+2.1%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin44th percentile

Revenue

Down

$70,393

Down $8,155 (-10%) from 2017

Expenses

Down

$69,844

Down $16,617 (-19%) from 2017

Net Income

Up

$549

Up $8,462 (+107%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$30,951
Liabilities$0
Net Assets$30,951
Open 2018 Filing

Operations Trend

Revenue Growth26th 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

2018

Revenue$70,393
Expenses$69,844
Net Income$549
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$70,393
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 108 MEMBERS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY WONGFormer ArchonPT$0--
AUDREY BATTAGLINIFormer Vice ArchonPT$0--
ALEXIS CAREYFormer BursarPT$0--
SARAH ANDERSONFormer ScribePT$0--
LAUREN LANEArchonPT$0--
STEFANI SCIAMETTAVice ArchonPT$0--
ELIZABETH KIEWRABursarPT$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
2018-10-11
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: 1,894.”

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

“Description: other income . Amount: 811.”

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: 06/30/18. Amount given: 9,144.”

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

“Description: cra hq fees/expenses . Amount: 149. Description: credit card fees . Amount: 1,143. Description: social events . Amount: 26,470. Description: recruitment . Amount: 8,964. Description: miscellaneous . Amount: 1,333. Description: fraternity dues & fees . Amount: 1,712. Description: administrative expenses . Amount: 4,210. Description: philanthropy . Amount: 8,481. Description: insignia & jewelry. Amount: 8,238. Total to form 990-ez, line 16: 60,700.”

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

“Description: unrealized gain/loss . Amount: 17. Description: restatement of prior period cash balance. Amount: 73. Total to form 990-ez, line 20: 90.”

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

“Description: prepaid card funds. Beg. Of year amount: 0. End of year amount: 307.”

Raw XML Appendix151 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/BOYAmt030312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030644
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04904
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0549
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030951
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09144
IRS990EZ/GrossReceiptsAmt070393
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01894
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt062559
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030951
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030951
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/PersonNm0AUDREY WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUDREY BATTAGLINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXIS CAREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN LANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEFANI SCIAMETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH KIEWRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0307
IRS990EZ/OtherChangesInNetAssetsAmt090
IRS990EZ/OtherExpensesTotalAmt060700
IRS990EZ/OtherRevenueTotalAmt0811
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0225
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 108 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt069844
IRS990EZ/TotalRevenueAmt070393
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME . AMOUNT: 1,894.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME . AMOUNT: 811.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 8178 LARK BROWN ROAD, STE 202 ELKRIDGE, MD 21075-6426. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 9,144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CRA HQ FEES/EXPENSES . AMOUNT: 149. DESCRIPTION: CREDIT CARD FEES . AMOUNT: 1,143. DESCRIPTION: SOCIAL EVENTS . AMOUNT: 26,470. DESCRIPTION: RECRUITMENT . AMOUNT: 8,964. DESCRIPTION: MISCELLANEOUS . AMOUNT: 1,333. DESCRIPTION: FRATERNITY DUES & FEES . AMOUNT: 1,712. DESCRIPTION: ADMINISTRATIVE EXPENSES . AMOUNT: 4,210. DESCRIPTION: PHILANTHROPY . AMOUNT: 8,481. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 8,238. TOTAL TO FORM 990-EZ, LINE 16: 60,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN/LOSS . AMOUNT: 17. DESCRIPTION: RESTATEMENT OF PRIOR PERIOD CASH BALANCE. AMOUNT: 73. TOTAL TO FORM 990-EZ, LINE 20: 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 307.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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 I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
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/AtSubmissionCreationDeviceId0976E1D68BD883E0ED846D11F89548F3E54138385
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4A246F1A4973291BDDA059908F08D056660C19F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:11:10
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/ReturnTs02018-10-31T11:45:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,951
Liabilities
$0
Net assets
$30,951
Revenue
$70,393
Expenses
$69,844
Net income
$549
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