Civic Intelligence

Phi Sigma Sigma Inc - XI Chapter

990EZ • Fiscal year 2024 • EIN 52-6056451

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

Organization ProfileN/A
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.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

1.8%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$34,497

Up $4,714 (+16%) from 2023

Net Assets

Up

$34,497

Up $4,714 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin57th percentile

Revenue

Up

$89,620

Up $1,580 (+1.8%) from 2023

Expenses

Down

$84,906

Down $7,880 (-8.5%) from 2023

Net Income

Up

$4,714

Up $9,460 (+199%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$100K$50K$0Assets 2011: $66,430Liabilities 2011: $02011Assets 2012: $68,255Liabilities 2012: $02012Assets 2013: $76,358Liabilities 2013: $02013Assets 2014: $88,348Liabilities 2014: $02014Assets 2015: $29,353Net Assets 2015: $29,3532015Assets 2016: $31,609Net Assets 2016: $31,6092016Assets 2017: $48,887Net Assets 2017: $48,8872017Assets 2018: $68,802Liabilities 2018: $0Net Assets 2018: $68,8022018Assets 2019: $78,179Liabilities 2019: $0Net Assets 2019: $78,1792019Assets 2020: $41,981Liabilities 2020: $0Net Assets 2020: $41,9812020Assets 2021: $45,129Liabilities 2021: $0Net Assets 2021: $45,1292021Assets 2022: $34,529Liabilities 2022: $0Net Assets 2022: $34,5292022Assets 2023: $29,783Liabilities 2023: $0Net Assets 2023: $29,7832023Assets 2024: $34,497Liabilities 2024: $0Net Assets 2024: $34,4972024Assets 2025: $29,875Liabilities 2025: $0Net Assets 2025: $29,8752025

Highlighted filing

2024

Assets$34,497
Liabilities$0
Net Assets$34,497
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$100K$0-$100KRevenue 2011: $104,559Expenses 2011: $100,687Net Income 2011: $3,8722011Revenue 2012: $98,645Expenses 2012: $96,317Net Income 2012: $2,3282012Revenue 2013: $117,136Expenses 2013: $114,607Net Income 2013: $2,5292013Revenue 2014: $126,039Expenses 2014: $117,509Net Income 2014: $8,5302014Revenue 2015: $141,342Expenses 2015: $199,573Net Income 2015: -$58,2312015Revenue 2016: $148,516Expenses 2016: $145,322Net Income 2016: $3,1942016Revenue 2017: $176,206Expenses 2017: $162,343Net Income 2017: $13,8632017Revenue 2018: $135,705Expenses 2018: $127,199Net Income 2018: $8,5062018Revenue 2019: $129,732Expenses 2019: $120,650Net Income 2019: $9,0822019Revenue 2020: $87,585Expenses 2020: $123,783Net Income 2020: -$36,1982020Revenue 2021: $33,660Expenses 2021: $33,279Net Income 2021: $3812021Revenue 2022: $107,990Expenses 2022: $114,147Net Income 2022: -$6,1572022Revenue 2023: $88,040Expenses 2023: $92,786Net Income 2023: -$4,7462023Revenue 2024: $89,620Expenses 2024: $84,906Net Income 2024: $4,7142024Revenue 2025: $90,408Expenses 2025: $95,030Net Income 2025: -$4,6222025

Highlighted filing

2024

Revenue$89,620
Expenses$84,906
Net Income$4,714
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$89,620
Mission and Program Overview

Mission

N/A for 501(c)(7) organizations.

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 88 MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CIERA SCHULCZSecretaryPT$0--
JACKIE NECKERSFormer ArchonPT$0--
KARLIE HEALYFormer Vice ArchonPT$0--
MOLLY NELSONFormer SecretaryPT$0--
CAMERON WEHRArchonPT$0--
EMMA BUSCHVice ArchonPT$0--
AVA BUCZACKIBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Xi Chapter
EIN
52-6056451
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
9229 DELEGATES ROW STE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

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

“Description: investment income. Amount: 890.”

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

“Description: other income. Amount: 1,342.”

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

“Description: credit card fees. Amount: 2,694. Description: social events. Amount: 32,435. Description: recruitment. Amount: 24,865. Description: administrative expenses. Amount: 5,072. Description: scholarship program. Amount: 130. Description: insignia & jewelry. Amount: 15,871. Description: philanthropy. Amount: 3,652. Description: parlor fees. Amount: 46. Description: banking fees. Amount: 141. Total to form 990-ez, line 16: 84,906.”

Raw XML Appendix134 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/BOYAmt029783
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06513
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04714
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034497
IRS990EZ/GrossReceiptsAmt089620
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0890
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt080846
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029783
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029783
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034497
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/PersonNm0CIERA SCHULCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACKIE NECKERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARLIE HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOLLY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAMERON WEHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMMA BUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AVA BUCZACKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt084906
IRS990EZ/OtherRevenueTotalAmt01342
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 88 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt084906
IRS990EZ/TotalRevenueAmt089620
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 1,342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,694. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 32,435. DESCRIPTION: RECRUITMENT. AMOUNT: 24,865. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 5,072. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 130. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 15,871. DESCRIPTION: PHILANTHROPY. AMOUNT: 3,652. DESCRIPTION: PARLOR FEES. AMOUNT: 46. DESCRIPTION: BANKING FEES. AMOUNT: 141. TOTAL TO FORM 990-EZ, LINE 16: 84,906.
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 16 - OTHER EXPENSES
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - XI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0526056451
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/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-11-12T12:11:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,497
Liabilities
$0
Net assets
$34,497
Revenue
$89,620
Expenses
$84,906
Net income
$4,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.90$0.95$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.90$0.85$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.88$0.93$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.08$1.14$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.34$0.33$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.88$1.24$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.30$1.21$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.36$1.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.76$1.62$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.49$1.45$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.41$2.00$0.58
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$1.26$1.18$0.09
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$1.17$1.15$0.03
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.99$0.96$0.02
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$1.05$1.01$0.04